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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 | $9,619 | $88,122-89.1% | $141,197-93.2% | $67,582-85.8% |
| Participation rate | 99.7% | 76.5%+23.2pp | 82.5%+17.2pp | 71.3%+28.4pp |
| Annual return | -12.58% | 75.40%-88.0pp | 71.41%-84.0pp | 378.57%-391.1pp |
| Employer contribution / active EE | $189 | $3,224-94.1% | $4,736-96.0% | $2,148-91.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-99.9% | $10,265-100.0% | $142-99.9% |