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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126 | $79,184-99.8% | $102,438-99.9% | $74,546-99.8% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.8pp |
| Annual return | -99.09% | 54.95%-154.0pp | 29.37%-128.5pp | 1366.03%-1465.1pp |
| Employer contribution / active EE | $163 | $2,362-93.1% | $3,024-94.6% | $2,624-93.8% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $5,054-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |