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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 | $755,047 | $201,594+274.5% | $101,271+645.6% | - |
| Participation rate | 0.0% | 64.6%-64.6pp | 75.8%-75.8pp | - |
| Annual return | 21.65% | 13.55%+8.1pp | 46.48%-24.8pp | - |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,660-100.0% | - |
| Participant deferral / active EE | $0 | $3,091-100.0% | $4,371-100.0% | - |
| Admin fee / account holder | $168 | $7,709-97.8% | $5,948-97.2% | - |