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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 | $31,318 | $89,769-65.1% | $76,766-59.2% | - |
| Participation rate | 0.0% | 75.1%-75.1pp | 77.0%-77.0pp | - |
| Annual return | -10.51% | -5.73%-4.8pp | 2.43%-12.9pp | - |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,485-100.0% | - |
| Participant deferral / active EE | $0 | $3,196-100.0% | $3,851-100.0% | - |
| Admin fee / account holder | $0 | $4,068-100.0% | $6,675-100.0% | - |