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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 | $4,257 | $209,336-98.0% | $197,124-97.8% | $137,256-96.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -0.85% | 48.09%-48.9pp | 44.34%-45.2pp | 220.34%-221.2pp |
| Employer contribution / active EE | $413 | $6,591-93.7% | $6,227-93.4% | $4,156-90.1% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |