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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 | $2,225 | $144,511-98.5% | $67,575-96.7% | - |
| Participation rate | 0.0% | 69.6%-69.6pp | 72.9%-72.9pp | - |
| Annual return | 7.13% | 20.85%-13.7pp | 3528.98%-3521.9pp | - |
| Employer contribution / active EE | $0 | $2,331-100.0% | $2,736-100.0% | - |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,003-100.0% | - |
| Admin fee / account holder | $0 | $8,271-100.0% | $3,993-100.0% | - |