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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 | $514,344-100.0% | $291,448-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 28.6%-28.6pp | - |
| Annual return | -0.44% | 59.12%-59.6pp | 6.39%-6.8pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $30,371-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $24-100.0% | - |
| Admin fee / account holder | $0 | $0 | $7,637-100.0% | - |