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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 | $396,139 | $413,253-4.1% | $413,253-4.1% | $248,183+59.6% |
| Participation rate | 100.0% | 44.7%+55.3pp | 40.8%+59.2pp | 45.9%+54.1pp |
| Annual return | 20.19% | 8.43%+11.8pp | 8.55%+11.6pp | 10.21%+10.0pp |
| Employer contribution / active EE | $0 | $57,036-100.0% | $55,494-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $24,000 | $123+19341.8% | $122+19509.3% | $121+19783.8% |
| Admin fee / account holder | $0 | $160,808-100.0% | $160,808-100.0% | $13,518-100.0% |