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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 | $1,013,345 | $592,784+70.9% | $565,817+79.1% | $349,369+190.1% |
| Participation rate | 100.0% | 44.5%+55.5pp | 29.9%+70.1pp | 44.4%+55.6pp |
| Annual return | -4.92% | -8.21%+3.3pp | -8.80%+3.9pp | -14.65%+9.7pp |
| Employer contribution / active EE | $6,556 | $47,558-86.2% | $43,463-84.9% | $46,321-85.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,582-100.0% |