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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 | $499,874 | $138,114+261.9% | $125,391+298.7% | $134,545+271.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 19.33% | 750.88%-731.6pp | 572.41%-553.1pp | 418.37%-399.0pp |
| Employer contribution / active EE | $9,669 | $5,246+84.3% | $4,816+100.8% | $4,742+103.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |