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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 | $9,771 | $88,874-89.0% | $123,553-92.1% | $75,289-87.0% |
| Participation rate | 99.7% | 75.9%+23.9pp | 82.3%+17.4pp | 72.4%+27.3pp |
| Annual return | 11.53% | 4.22%+7.3pp | 119.21%-107.7pp | -0.04%+11.6pp |
| Employer contribution / active EE | $222 | $3,256-93.2% | $4,628-95.2% | $2,405-90.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |