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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 | $37,630 | $136,791-72.5% | $133,978-71.9% | - |
| Participation rate | 0.0% | 70.8%-70.8pp | 79.8%-79.8pp | - |
| Annual return | -5.41% | 9.25%-14.7pp | 45.10%-50.5pp | - |
| Employer contribution / active EE | $0 | $2,431-100.0% | $3,919-100.0% | - |
| Participant deferral / active EE | $0 | $3,586-100.0% | $5,047-100.0% | - |
| Admin fee / account holder | $0 | $8,409-100.0% | $8,930-100.0% | - |