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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 | $374,198 | $135,956+175.2% | $123,894+202.0% | $273,972+36.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.07% | 56.63%-51.6pp | 47.52%-42.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $10,287 | $5,170+99.0% | $4,617+122.8% | $4,869+111.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14 | $9,817-99.9% | $8,357-99.8% | $10,133-99.9% |