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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 | $859,331 | $315,483+172.4% | $273,431+214.3% | $483,350+77.8% |
| Participation rate | 100.0% | 86.8%+13.2pp | 82.4%+17.6pp | 89.0%+11.0pp |
| Annual return | 11.02% | -10.46%+21.5pp | -9.23%+20.2pp | 533.38%-522.4pp |
| Employer contribution / active EE | $30,658 | $11,830+159.2% | $9,562+220.6% | $9,034+239.4% |
| Participant deferral / active EE | $0 | $5,137-100.0% | $4,950-100.0% | $6,196-100.0% |
| Admin fee / account holder | $0 | $22,551-100.0% | $20,305-100.0% | $41,445-100.0% |