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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 | $36,746 | $165,890-77.8% | $155,574-76.4% | - |
| Participation rate | 0.0% | 63.3%-63.3pp | 78.2%-78.2pp | - |
| Annual return | 5.64% | 19.47%-13.8pp | 64.87%-59.2pp | - |
| Employer contribution / active EE | $0 | $2,522-100.0% | $4,676-100.0% | - |
| Participant deferral / active EE | $0 | $2,935-100.0% | $5,629-100.0% | - |
| Admin fee / account holder | $0 | $97,423-100.0% | $15,914-100.0% | - |