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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 | $418,230+47.3% | $386,303+59.4% | $461,066+33.6% |
| Participation rate | 100.0% | 90.6%+9.4pp | 87.7%+12.3pp | 87.7%+12.3pp |
| Annual return | 25.80% | 213.00%-187.2pp | 210.04%-184.2pp | 484.84%-459.0pp |
| Employer contribution / active EE | $15,750 | $11,708+34.5% | $10,842+45.3% | $9,163+71.9% |
| Participant deferral / active EE | $0 | $10,032-100.0% | $9,137-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $20,326-100.0% | $19,920-100.0% | $28,147-100.0% |