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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,336 | $266,915+44.7% | $319,010+21.1% | $349,369+10.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 47.0%+53.0pp | 44.4%+55.6pp |
| Annual return | -11.86% | 12.39%-24.3pp | 10.22%-22.1pp | -14.65%+2.8pp |
| Employer contribution / active EE | $0 | $53,662-100.0% | $51,205-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |