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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $364 | $213,957-99.8% | $149,730-99.8% | - |
| Participation rate | 0.0% | 79.5%-79.5pp | 82.5%-82.5pp | - |
| Annual return | 0.15% | 9.83%-9.7pp | 276.70%-276.5pp | - |
| Employer contribution / active EE | $0 | $3,868-100.0% | $4,645-100.0% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,843-100.0% | - |
| Admin fee / account holder | $0 | $24,510-100.0% | $9,310-100.0% | - |