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Employer contribution per participant 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 | $10,522 | $69,305-84.8% | $82,312-87.2% | $69,631-84.9% |
| Participation rate | 96.6% | 80.3%+16.3pp | 76.9%+19.7pp | 70.7%+25.9pp |
| Annual return | 15.45% | 21.47%-6.0pp | 25.88%-10.4pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $303 | $1,887-84.0% | $2,428-87.5% | $2,032-85.1% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |