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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 | $106,588+400.5% | $94,215+466.2% | $155,188+243.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 21.69% | 29.39%-7.7pp | 28.22%-6.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $20,000 | $3,080+549.4% | $2,675+647.6% | $4,248+370.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |