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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 | $278,650 | $304,959-8.6% | $296,643-6.1% | $222,458+25.3% |
| Participation rate | 100.0% | 48.9%+51.1pp | 44.4%+55.6pp | 48.7%+51.3pp |
| Annual return | -2.08% | -1.51%-0.6pp | -18.97%+16.9pp | -2.16%+0.1pp |
| Employer contribution / active EE | $4,500 | $56,375-92.0% | $54,628-91.8% | $42,949-89.5% |
| Participant deferral / active EE | $11,500 | $77+14798.2% | $78+14574.3% | $153+7396.8% |
| Admin fee / account holder | $0 | $9,901-100.0% | $9,901-100.0% | $12,572-100.0% |