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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 | $44,142 | $179,444-75.4% | $90,796-51.4% | - |
| Participation rate | 0.0% | 59.5%-59.5pp | 69.5%-69.5pp | - |
| Annual return | 0.45% | 15.96%-15.5pp | 19.29%-18.8pp | - |
| Employer contribution / active EE | $0 | $1,879-100.0% | $2,294-100.0% | - |
| Participant deferral / active EE | $0 | $3,588-100.0% | $3,822-100.0% | - |
| Admin fee / account holder | $91 | $21,474-99.6% | $7,024-98.7% | - |