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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 | $309,617 | $204,494+51.4% | $358,154-13.6% | $237,064+30.6% |
| Participation rate | 100.0% | 39.7%+60.3pp | 37.4%+62.6pp | 45.6%+54.4pp |
| Annual return | 4.83% | 2.15%+2.7pp | 2.24%+2.6pp | 4.16%+0.7pp |
| Employer contribution / active EE | $2,500 | $53,629-95.3% | $54,559-95.4% | $42,918-94.2% |
| Participant deferral / active EE | $15,000 | $81+18441.3% | $81+18377.4% | $128+11634.5% |
| Admin fee / account holder | $0 | $3,530-100.0% | $6,053-100.0% | $21,465-100.0% |