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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 | $615,907 | $523,242+17.7% | $482,648+27.6% | $352,355+74.8% |
| Participation rate | 100.0% | 100.0%0pp | 96.8%+3.2pp | 89.9%+10.1pp |
| Annual return | 25.80% | -20.76%+46.6pp | -20.55%+46.4pp | 910.77%-885.0pp |
| Employer contribution / active EE | $15,750 | $9,451+66.6% | $9,004+74.9% | $9,649+63.2% |
| Participant deferral / active EE | $0 | $9,846-100.0% | $9,178-100.0% | $6,422-100.0% |
| Admin fee / account holder | $0 | $18,777-100.0% | $17,473-100.0% | $32,261-100.0% |