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Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $677,270 | $183,540+269.0% | $92,909+629.0% | - |
| Participation rate | 0.0% | 69.1%-69.1pp | 76.0%-76.0pp | - |
| Annual return | 17.50% | 7.80%+9.7pp | 109.44%-91.9pp | - |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,653-100.0% | - |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,238-100.0% | - |
| Admin fee / account holder | $0 | $9,074-100.0% | $5,795-100.0% | - |