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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 | $197,263-100.0% | $115,170-100.0% | - |
| Participation rate | 0.0% | 67.9%-67.9pp | 75.9%-75.9pp | - |
| Annual return | -1.53% | 16.18%-17.7pp | 35.60%-37.1pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,179-100.0% | - |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,169-100.0% | - |
| Admin fee / account holder | $0 | $14,091-100.0% | $7,089-100.0% | - |