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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 | $483 | $68,413-99.3% | $123,105-99.6% | $55,191-99.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -1.11% | 6.30%-7.4pp | 13.22%-14.3pp | 10.78%-11.9pp |
| Employer contribution / active EE | $278 | $3,050-90.9% | $5,151-94.6% | $1,899-85.4% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $3 | $88-97.0% | $9,014-100.0% | $91-97.1% |