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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 | $9,332 | $237,565-96.1% | $141,197-93.4% | - |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.5%-82.5pp | - |
| Annual return | 2.31% | 19.47%-17.2pp | 71.41%-69.1pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,736-100.0% | - |
| Participant deferral / active EE | $0 | $5,165-100.0% | $6,710-100.0% | - |
| Admin fee / account holder | $0 | $15,211-100.0% | $10,265-100.0% | - |