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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 | $496,205 | $324,074+53.1% | $278,538+78.1% | $461,066+7.6% |
| Participation rate | 100.0% | 85.4%+14.6pp | 83.2%+16.8pp | 87.7%+12.3pp |
| Annual return | 13.25% | -7.67%+20.9pp | -6.42%+19.7pp | 484.84%-471.6pp |
| Employer contribution / active EE | $37,500 | $10,290+264.4% | $8,620+335.1% | $9,163+309.3% |
| Participant deferral / active EE | $0 | $6,868-100.0% | $5,790-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $15,098-100.0% | $12,986-100.0% | $28,147-100.0% |