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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 | $101,342-100.0% | - | $158,966-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | - | 82.0%-82.0pp |
| Annual return | -3.25% | 35.92%-39.2pp | - | 302.95%-306.2pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $20,000 | $4,815+315.4% | - | $5,983+234.3% |
| Admin fee / account holder | $0 | $2,869-100.0% | - | $11,250-100.0% |