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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 | $798,323 | $352,342+126.6% | $336,864+137.0% | $233,076+242.5% |
| Participation rate | 100.0% | 37.5%+62.5pp | 27.8%+72.2pp | 46.4%+53.6pp |
| Annual return | -5.42% | -3.41%-2.0pp | -3.29%-2.1pp | -82.67%+77.2pp |
| Employer contribution / active EE | $6,475 | $41,836-84.5% | $36,762-82.4% | $43,771-85.2% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,977-100.0% | $6,121-100.0% | $11,204-100.0% |