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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 | $7,923 | $242,977-96.7% | $182,262-95.7% | - |
| Participation rate | 0.0% | 81.7%-81.7pp | 84.2%-84.2pp | - |
| Annual return | -2.06% | 3.03%-5.1pp | 140.60%-142.7pp | - |
| Employer contribution / active EE | $0 | $5,222-100.0% | $5,046-100.0% | - |
| Participant deferral / active EE | $0 | $7,528-100.0% | $8,276-100.0% | - |
| Admin fee / account holder | $167 | $19,036-99.1% | $16,712-99.0% | - |