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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 | $12,883 | $90,486-85.8% | $78,676-83.6% | $273,972-95.3% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | -0.80% | 75.62%-76.4pp | 62.19%-63.0pp | 41.46%-42.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |