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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 | $282,493-99.5% | $182,558-99.2% | - |
| Participation rate | 0.0% | 61.6%-61.6pp | 78.0%-78.0pp | - |
| Annual return | 0.00% | 11.66%-11.7pp | 148.59%-148.6pp | - |
| Employer contribution / active EE | $0 | $3,086-100.0% | $4,076-100.0% | - |
| Participant deferral / active EE | $0 | $2,811-100.0% | $5,526-100.0% | - |
| Admin fee / account holder | $0 | $13,338-100.0% | $8,594-100.0% | - |