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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 | $1,394,580 | $428,746+225.3% | $340,126+310.0% | $428,746+225.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 81.7%+18.3pp | 88.2%+11.8pp |
| Annual return | 12.45% | 331.92%-319.5pp | -2.83%+15.3pp | 331.92%-319.5pp |
| Employer contribution / active EE | $36,257 | $8,363+333.5% | $10,238+254.1% | $8,363+333.5% |
| Participant deferral / active EE | $0 | $5,961-100.0% | $6,441-100.0% | $5,961-100.0% |
| Admin fee / account holder | $4 | $31,735-100.0% | $3,589-99.9% | $31,735-100.0% |