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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 | $46,932 | $53,678-12.6% | $69,464-32.4% | - |
| Participation rate | 0.0% | 80.2%-80.2pp | 74.6%-74.6pp | - |
| Annual return | -1.57% | 11.59%-13.2pp | 28.98%-30.5pp | - |
| Employer contribution / active EE | $0 | $2,469-100.0% | $2,779-100.0% | - |
| Participant deferral / active EE | $0 | $3,620-100.0% | $3,536-100.0% | - |
| Admin fee / account holder | $0 | $3,899-100.0% | $3,840-100.0% | - |