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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 | $4,225 | $185,908-97.7% | $146,866-97.1% | - |
| Participation rate | 0.0% | 70.0%-70.0pp | 82.5%-82.5pp | - |
| Annual return | -3.80% | 8.07%-11.9pp | 102.85%-106.7pp | - |
| Employer contribution / active EE | $0 | $3,749-100.0% | $4,425-100.0% | - |
| Participant deferral / active EE | $0 | $6,765-100.0% | $7,759-100.0% | - |
| Admin fee / account holder | $167 | $12,909-98.7% | $13,620-98.8% | - |