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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 | $398,458 | $64,739+515.5% | $71,796+455.0% | - |
| Participation rate | 0.0% | 64.9%-64.9pp | 69.1%-69.1pp | - |
| Annual return | 11.08% | 2.75%+8.3pp | 78.04%-67.0pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $1,924-100.0% | - |
| Participant deferral / active EE | $0 | $1,955-100.0% | $2,794-100.0% | - |
| Admin fee / account holder | $0 | $2,577-100.0% | $4,815-100.0% | - |