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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 | $211,308 | $213,957-1.2% | $149,730+41.1% | - |
| Participation rate | 0.0% | 79.5%-79.5pp | 82.5%-82.5pp | - |
| Annual return | 0.08% | 9.83%-9.7pp | 276.70%-276.6pp | - |
| Employer contribution / active EE | $0 | $3,868-100.0% | $4,645-100.0% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,843-100.0% | - |
| Admin fee / account holder | $0 | $24,510-100.0% | $9,310-100.0% | - |