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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 | $1,179 | $91,517-98.7% | $101,271-98.8% | $73,412-98.4% |
| Participation rate | 94.5% | 73.8%+20.7pp | 75.8%+18.7pp | 72.2%+22.3pp |
| Annual return | 0.97% | 17.17%-16.2pp | 46.48%-45.5pp | 59.30%-58.3pp |
| Employer contribution / active EE | $53 | $2,877-98.2% | $3,660-98.5% | $2,234-97.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $15 | $216-92.8% | $5,948-99.7% | $158-90.2% |