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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 | $21,429 | $106,230-79.8% | $80,977-73.5% | - |
| Participation rate | 0.0% | 59.7%-59.7pp | 75.8%-75.8pp | - |
| Annual return | -10.94% | 1.70%-12.6pp | 17.11%-28.0pp | - |
| Employer contribution / active EE | $0 | $1,571-100.0% | $3,715-100.0% | - |
| Participant deferral / active EE | $0 | $3,737-100.0% | $5,696-100.0% | - |
| Admin fee / account holder | $0 | $5,451-100.0% | $5,517-100.0% | - |