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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 | $271,724 | $124,351+118.5% | $109,188+148.9% | $167,553+62.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.55% | 26.04%-0.5pp | 25.76%-0.2pp | 478.89%-453.3pp |
| Employer contribution / active EE | $6,408 | $4,210+52.2% | $3,723+72.1% | $4,840+32.4% |
| Participant deferral / active EE | $9,649 | $5,257+83.6% | $4,654+107.3% | $6,343+52.1% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |