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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,608 | $229,360-21.3% | $108,405+66.6% | - |
| Participation rate | 0.0% | 68.8%-68.8pp | 80.1%-80.1pp | - |
| Annual return | 4.04% | 12.30%-8.3pp | 905.55%-901.5pp | - |
| Employer contribution / active EE | $0 | $2,220-100.0% | $3,559-100.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $6,563-100.0% | - |
| Admin fee / account holder | $0 | $25,444-100.0% | $7,297-100.0% | - |