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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 | $37,930 | $58,908-35.6% | $82,706-54.1% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 72.6%-72.6pp | - |
| Annual return | -19.05% | -8.97%-10.1pp | 701.76%-720.8pp | - |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,007-100.0% | - |
| Participant deferral / active EE | $0 | $2,996-100.0% | $4,394-100.0% | - |
| Admin fee / account holder | $6 | $4,022-99.9% | $5,329-99.9% | - |