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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 | $199,919 | $282,106-29.1% | $172,755+15.7% | - |
| Participation rate | 0.0% | 64.8%-64.8pp | 82.6%-82.6pp | - |
| Annual return | -9.04% | 12.00%-21.0pp | 802.94%-812.0pp | - |
| Employer contribution / active EE | $0 | $1,776-100.0% | $5,144-100.0% | - |
| Participant deferral / active EE | $0 | $2,424-100.0% | $5,198-100.0% | - |
| Admin fee / account holder | $73 | $24,081-99.7% | $13,955-99.5% | - |