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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 | $11,036 | $80,530-86.3% | $90,324-87.8% | - |
| Participation rate | 0.0% | 58.0%-58.0pp | 73.3%-73.3pp | - |
| Annual return | 1.93% | 36.03%-34.1pp | 78.15%-76.2pp | - |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,856-100.0% | - |
| Participant deferral / active EE | $0 | $2,324-100.0% | $3,885-100.0% | - |
| Admin fee / account holder | $72 | $3,788-98.1% | $5,356-98.7% | - |