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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 | $1,216 | $63,114-98.1% | $92,909-98.7% | $65,185-98.1% |
| Participation rate | 94.0% | 68.8%+25.2pp | 76.0%+17.9pp | 70.2%+23.8pp |
| Annual return | -1.41% | 28.75%-30.2pp | 109.44%-110.8pp | 29.38%-30.8pp |
| Employer contribution / active EE | $86 | $2,571-96.6% | $3,653-97.6% | $2,177-96.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $14 | $624-97.7% | $5,795-99.8% | $847-98.3% |