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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 | $435,414 | $176,077+147.3% | $159,455+173.1% | $167,518+159.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.19% | 331.83%-305.6pp | 263.63%-237.4pp | 478.71%-452.5pp |
| Employer contribution / active EE | $8,333 | $5,298+57.3% | $4,830+72.5% | $4,838+72.2% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11 | $12,556-99.9% | $10,800-99.9% | $12,312-99.9% |