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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 | $14,689 | $160,933-90.9% | $152,301-90.4% | - |
| Participation rate | 0.0% | 72.3%-72.3pp | 82.4%-82.4pp | - |
| Annual return | -1.39% | 10.80%-12.2pp | 80.50%-81.9pp | - |
| Employer contribution / active EE | $0 | $3,533-100.0% | $4,624-100.0% | - |
| Participant deferral / active EE | $0 | $6,117-100.0% | $8,004-100.0% | - |
| Admin fee / account holder | $209 | $9,732-97.9% | $14,398-98.5% | - |