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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 | $274,933 | $202,342+35.9% | $172,753+59.1% | $152,909+79.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.02% | 1029.88%-1009.9pp | 803.00%-783.0pp | 345.46%-325.4pp |
| Employer contribution / active EE | $8,858 | $5,857+51.2% | $5,144+72.2% | $4,764+85.9% |
| Participant deferral / active EE | $5,960 | $5,948+0.2% | $5,198+14.7% | $5,851+1.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |