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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 | $8,610 | $80,983-89.4% | $96,544-91.1% | $75,177-88.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.78% | 27.05%-26.3pp | 25.88%-25.1pp | 160.75%-160.0pp |
| Employer contribution / active EE | $595 | $2,282-73.9% | $2,966-79.9% | $2,671-77.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1 | $6,717-100.0% | $8,254-100.0% | $5,651-100.0% |