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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 | $1,197 | $83,023-98.6% | $102,437-98.8% | $77,762-98.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 2.85% | 19.12%-16.3pp | 24.95%-22.1pp | 31.27%-28.4pp |
| Employer contribution / active EE | $76 | $3,552-97.9% | $3,871-98.0% | $2,728-97.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $18 | $639-97.2% | $8,388-99.8% | $433-95.9% |