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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 | $1,404,698 | $1,092,281+28.6% | $1,069,083+31.4% | $461,066+204.7% |
| Participation rate | 100.0% | 93.8%+6.2pp | 94.0%+6.0pp | 87.7%+12.3pp |
| Annual return | 25.79% | -6.70%+32.5pp | -6.55%+32.3pp | 484.84%-459.0pp |
| Employer contribution / active EE | $56,388 | $11,901+373.8% | $12,724+343.2% | $9,163+515.4% |
| Participant deferral / active EE | $0 | $5,401-100.0% | $5,322-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $108,375-100.0% | $104,587-100.0% | $28,147-100.0% |