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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 | $348,986-99.6% | $185,861-99.2% | - |
| Participation rate | 0.0% | 76.2%-76.2pp | 78.0%-78.0pp | - |
| Annual return | 0.00% | 9.09%-9.1pp | 35.96%-36.0pp | - |
| Employer contribution / active EE | $0 | $2,863-100.0% | $4,088-100.0% | - |
| Participant deferral / active EE | $0 | $5,378-100.0% | $5,634-100.0% | - |
| Admin fee / account holder | $0 | $28,026-100.0% | $9,503-100.0% | - |