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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 | $104,699-100.0% | $130,062-100.0% | - |
| Participation rate | 0.0% | 73.3%-73.3pp | 78.5%-78.5pp | - |
| Annual return | -4.78% | 12.02%-16.8pp | -137.37%+132.6pp | - |
| Employer contribution / active EE | $0 | $2,071-100.0% | $4,322-100.0% | - |
| Participant deferral / active EE | $0 | $4,216-100.0% | $5,821-100.0% | - |
| Admin fee / account holder | $0 | $5,899-100.0% | $10,601-100.0% | - |