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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 | $1,406 | $323,986-99.6% | $185,117-99.2% | - |
| Participation rate | 0.0% | 63.4%-63.4pp | 77.3%-77.3pp | - |
| Annual return | 0.00% | 15.76%-15.8pp | 40.50%-40.5pp | - |
| Employer contribution / active EE | $0 | $1,995-100.0% | $4,182-100.0% | - |
| Participant deferral / active EE | $0 | $3,608-100.0% | $5,045-100.0% | - |
| Admin fee / account holder | $0 | $20,091-100.0% | $8,159-100.0% | - |