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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 | $438,206 | $258,723+69.4% | $247,553+77.0% | $285,997+53.2% |
| Participation rate | 100.0% | 61.8%+38.2pp | 50.4%+49.6pp | 55.8%+44.2pp |
| Annual return | 18.52% | 34.49%-16.0pp | 32.33%-13.8pp | 24.44%-5.9pp |
| Employer contribution / active EE | $7,000 | $36,001-80.6% | $33,960-79.4% | $41,348-83.1% |
| Participant deferral / active EE | $21,000 | $42+49635.6% | $43+49243.5% | $55+37780.5% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |