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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 | $69,734 | $227,989-69.4% | $115,038-39.4% | - |
| Participation rate | 0.0% | 70.4%-70.4pp | 81.4%-81.4pp | - |
| Annual return | -5.96% | -2.26%-3.7pp | 26.14%-32.1pp | - |
| Employer contribution / active EE | $0 | $2,554-100.0% | $4,608-100.0% | - |
| Participant deferral / active EE | $0 | $4,560-100.0% | $6,026-100.0% | - |
| Admin fee / account holder | $0 | $24,406-100.0% | $8,175-100.0% | - |