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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 | $34,367 | $65,344-47.4% | $73,309-53.1% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 74.9%-74.9pp | - |
| Annual return | -4.30% | 1.10%-5.4pp | 5.67%-10.0pp | - |
| Employer contribution / active EE | $0 | $1,124-100.0% | $3,237-100.0% | - |
| Participant deferral / active EE | $0 | $3,573-100.0% | $4,991-100.0% | - |
| Admin fee / account holder | $25 | $988-97.5% | $5,635-99.6% | - |