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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 | $1,098 | $81,070-98.6% | $86,597-98.7% | - |
| Participation rate | 0.0% | 69.8%-69.8pp | 73.5%-73.5pp | - |
| Annual return | 0.00% | 13.68%-13.7pp | 964.96%-965.0pp | - |
| Employer contribution / active EE | $0 | $2,009-100.0% | $2,840-100.0% | - |
| Participant deferral / active EE | $0 | $3,009-100.0% | $3,609-100.0% | - |
| Admin fee / account holder | $0 | $2,785-100.0% | $4,906-100.0% | - |