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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 | $27,596 | $80,530-65.7% | $90,304-69.4% | - |
| Participation rate | 0.0% | 58.0%-58.0pp | 73.3%-73.3pp | - |
| Annual return | 1.80% | 36.03%-34.2pp | 78.13%-76.3pp | - |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,855-100.0% | - |
| Participant deferral / active EE | $0 | $2,324-100.0% | $3,885-100.0% | - |
| Admin fee / account holder | $0 | $3,788-100.0% | $5,354-100.0% | - |