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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 | $1,822 | $79,151-97.7% | $60,919-97.0% | $64,824-97.2% |
| Participation rate | 80.9% | 77.7%+3.2pp | 73.1%+7.8pp | 71.5%+9.4pp |
| Annual return | 0.00% | -7.12%+7.1pp | 16.96%-17.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $28 | $3,052-99.1% | $2,704-98.9% | $2,507-98.9% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,311-100.0% |
| Admin fee / account holder | $7 | $106-93.4% | $3,228-99.8% | $188-96.3% |