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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 | $101,604 | $216,269-53.0% | $143,797-29.3% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 80.3%-80.3pp | - |
| Annual return | -30.08% | -15.44%-14.6pp | -0.04%-30.0pp | - |
| Employer contribution / active EE | $0 | $1,888-100.0% | $4,952-100.0% | - |
| Participant deferral / active EE | $0 | $2,498-100.0% | $5,638-100.0% | - |
| Admin fee / account holder | $25 | $36,574-99.9% | $14,679-99.8% | - |