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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 | $777,344 | $175,231+343.6% | $149,696+419.3% | $139,466+457.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 62.98% | 166.77%-103.8pp | 134.46%-71.5pp | 373.66%-310.7pp |
| Employer contribution / active EE | $28,319 | $5,478+417.0% | $4,821+487.4% | $4,754+495.7% |
| Participant deferral / active EE | $15,554 | $6,521+138.5% | $5,682+173.7% | $6,712+131.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |