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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 | $350,654-100.0% | $161,489-100.0% | - |
| Participation rate | 0.0% | 49.8%-49.8pp | 78.7%-78.7pp | - |
| Annual return | -27.45% | 7.72%-35.2pp | 89.72%-117.2pp | - |
| Employer contribution / active EE | $0 | $954-100.0% | $4,268-100.0% | - |
| Participant deferral / active EE | $0 | $1,899-100.0% | $5,630-100.0% | - |
| Admin fee / account holder | $0 | $106,898-100.0% | $16,006-100.0% | - |