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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 | $11,705 | $100,801-88.4% | $149,745-92.2% | $73,412-84.1% |
| Participation rate | 99.6% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 20.91% | 265.34%-244.4pp | 276.72%-255.8pp | 59.30%-38.4pp |
| Employer contribution / active EE | $223 | $3,312-93.3% | $4,646-95.2% | $2,234-90.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-99.9% | $9,312-100.0% | $158-99.9% |