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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 | $346,099 | $278,553+24.2% | $267,477+29.4% | $349,369-0.9% |
| Participation rate | 100.0% | 44.1%+55.9pp | 35.5%+64.5pp | 44.4%+55.6pp |
| Annual return | -6.88% | -41.92%+35.0pp | -38.86%+32.0pp | -14.65%+7.8pp |
| Employer contribution / active EE | $7,000 | $40,095-82.5% | $37,752-81.5% | $46,321-84.9% |
| Participant deferral / active EE | $21,000 | $13+158889.0% | $16+133993.0% | $60+34882.8% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |