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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 | $138,078+262.0% | $125,363+298.7% | $134,509+271.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 19.33% | 750.49%-731.2pp | 572.15%-552.8pp | 418.13%-398.8pp |
| Employer contribution / active EE | $9,669 | $5,245+84.4% | $4,815+100.8% | $4,741+104.0% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |