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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 | $1,056 | $61,356-98.3% | $149,696-99.3% | $71,511-98.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | -36.60% | 35.86%-72.5pp | 134.46%-171.1pp | 28.86%-65.5pp |
| Employer contribution / active EE | $11 | $2,382-99.6% | $4,821-99.8% | $2,589-99.6% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,212-100.0% | $1,588-100.0% |