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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 | $7,163 | $63,138-88.7% | $96,570-92.6% | - |
| Participation rate | 0.0% | 51.5%-51.5pp | 69.8%-69.8pp | - |
| Annual return | 5.39% | 9.15%-3.8pp | 37.79%-32.4pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $2,357-100.0% | - |
| Participant deferral / active EE | $0 | $2,358-100.0% | $3,849-100.0% | - |
| Admin fee / account holder | $96 | $3,542-97.3% | $6,182-98.4% | - |