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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 | $63,787 | $206,458-69.1% | $108,235-41.1% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | - |
| Annual return | -9.82% | 4.11%-13.9pp | -1.08%-8.7pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $35,779-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $238-100.0% | - |
| Admin fee / account holder | $72 | $14,541-99.5% | $13,449-99.5% | - |