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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 | $0 | $26,972-100.0% | - | $26,972-100.0% |
| Participation rate | 0.0% | 99.6%-99.6pp | - | 99.6%-99.6pp |
| Annual return | -6.49% | 6.65%-13.1pp | -12.69%+6.2pp | 6.65%-13.1pp |
| Employer contribution / active EE | $6,312 | $12,629-50.0% | $8,480-25.6% | $12,629-50.0% |
| Participant deferral / active EE | $0 | $728-100.0% | $0 | $728-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | - | $4,261-100.0% |