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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 | $252,935 | $821,658-69.2% | $740,967-65.9% | $382,429-33.9% |
| Participation rate | 100.0% | 93.5%+6.5pp | 93.1%+6.9pp | 87.7%+12.3pp |
| Annual return | 1.69% | 11.77%-10.1pp | 11.85%-10.2pp | 248.85%-247.2pp |
| Employer contribution / active EE | $9,265 | $11,052-16.2% | $10,506-11.8% | $8,036+15.3% |
| Participant deferral / active EE | $0 | $6,303-100.0% | $6,284-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $85,347-100.0% | $75,689-100.0% | $30,732-100.0% |