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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,686 | $179,444-99.1% | $88,179-98.1% | - |
| Participation rate | 0.0% | 59.5%-59.5pp | 69.1%-69.1pp | - |
| Annual return | 0.00% | 15.96%-16.0pp | 64.97%-65.0pp | - |
| Employer contribution / active EE | $0 | $1,879-100.0% | $2,549-100.0% | - |
| Participant deferral / active EE | $0 | $3,588-100.0% | $4,614-100.0% | - |
| Admin fee / account holder | $0 | $21,474-100.0% | $7,673-100.0% | - |