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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 | $783,220 | $217,432+260.2% | $185,851+321.4% | $167,553+367.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.86% | 148.43%-135.6pp | 122.11%-109.3pp | 478.89%-466.0pp |
| Employer contribution / active EE | $10,197 | $5,874+73.6% | $5,168+97.3% | $4,840+110.7% |
| Participant deferral / active EE | $8,679 | $6,357+36.5% | $5,569+55.9% | $6,343+36.8% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |