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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 | $13,742 | $69,541-80.2% | $59,899-77.1% | $135,381-89.8% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | -9.28% | 7.95%-17.2pp | 3.46%-12.7pp | 519.81%-529.1pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,403-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24 | $5,737-99.6% | $3,592-99.3% | $10,828-99.8% |