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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 | $182,036-100.0% | $100,671-100.0% | - |
| Participation rate | 0.0% | 58.6%-58.6pp | 70.7%-70.7pp | - |
| Annual return | -9.89% | -3.13%-6.8pp | 20.43%-30.3pp | - |
| Employer contribution / active EE | $0 | $754-100.0% | $4,012-100.0% | - |
| Participant deferral / active EE | $0 | $1,895-100.0% | $3,144-100.0% | - |
| Admin fee / account holder | $0 | $5,347-100.0% | $4,850-100.0% | - |