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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 | $14,896 | $179,901-91.7% | $147,096-89.9% | - |
| Participation rate | 0.0% | 77.2%-77.2pp | 82.2%-82.2pp | - |
| Annual return | -1.37% | 11.75%-13.1pp | 419.75%-421.1pp | - |
| Employer contribution / active EE | $0 | $3,299-100.0% | $4,936-100.0% | - |
| Participant deferral / active EE | $0 | $6,909-100.0% | $8,071-100.0% | - |
| Admin fee / account holder | $209 | $27,572-99.2% | $13,005-98.4% | - |