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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 | $4,121 | $75,183-94.5% | $123,894-96.7% | $55,167-92.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | -9.75% | 19.01%-28.8pp | 47.52%-57.3pp | 169.23%-179.0pp |
| Employer contribution / active EE | $335 | $2,823-88.1% | $4,617-92.7% | $1,963-82.9% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $14 | $663-97.8% | $8,357-99.8% | $504-97.2% |