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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 | $479 | $80,354-99.4% | $133,975-99.6% | $63,975-99.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | -1.18% | 13.11%-14.3pp | 29.29%-30.5pp | 48.65%-49.8pp |
| Employer contribution / active EE | $391 | $3,503-88.8% | $5,211-92.5% | $2,182-82.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $69-94.1% | $9,324-100.0% | $70-94.2% |