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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 | $10,195 | $101,523-90.0% | $141,197-92.8% | $77,775-86.9% |
| Participation rate | 99.3% | 77.4%+22.0pp | 82.5%+16.9pp | 73.2%+26.1pp |
| Annual return | 13.69% | 56.22%-42.5pp | 71.41%-57.7pp | 32.58%-18.9pp |
| Employer contribution / active EE | $210 | $3,341-93.7% | $4,736-95.6% | $2,504-91.6% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $10,265-100.0% | $100-100.0% |