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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 | $5,834 | $133,467-95.6% | $75,784-92.3% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 75.8%-75.8pp | - |
| Annual return | -8.14% | -2.40%-5.7pp | 9.68%-17.8pp | - |
| Employer contribution / active EE | $0 | $1,704-100.0% | $3,323-100.0% | - |
| Participant deferral / active EE | $0 | $2,196-100.0% | $3,652-100.0% | - |
| Admin fee / account holder | $12 | $9,890-99.9% | $5,300-99.8% | - |