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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 | $533,425 | $107,733+395.1% | $92,985+473.7% | $154,746+244.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 21.69% | 30.39%-8.7pp | 27.99%-6.3pp | 172.34%-150.7pp |
| Employer contribution / active EE | $20,000 | $3,126+539.7% | $2,662+651.3% | $4,379+356.7% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |