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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 | $136,698 | $277,327-50.7% | $154,108-11.3% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 83.0%-83.0pp | - |
| Annual return | -7.61% | -3.82%-3.8pp | 735.21%-742.8pp | - |
| Employer contribution / active EE | $0 | $1,922-100.0% | $5,298-100.0% | - |
| Participant deferral / active EE | $0 | $1,965-100.0% | $5,081-100.0% | - |
| Admin fee / account holder | $0 | $104,675-100.0% | $13,411-100.0% | - |