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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 | $91,474-100.0% | $135,982-100.0% | $71,529-100.0% |
| Participation rate | 93.0% | 75.7%+17.4pp | 81.9%+11.1pp | 67.9%+25.1pp |
| Annual return | -91.38% | 29.89%-121.3pp | 68.32%-159.7pp | 28.97%-120.4pp |
| Employer contribution / active EE | $4 | $3,705-99.9% | $4,859-99.9% | $2,590-99.8% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |