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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 | $295,066 | $138,072+113.7% | $123,549+138.8% | $135,382+118.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.31% | 153.69%-158.0pp | 119.20%-123.5pp | 519.77%-524.1pp |
| Employer contribution / active EE | $5,500 | $5,152+6.8% | $4,628+18.8% | $4,779+15.1% |
| Participant deferral / active EE | $7,800 | $6,799+14.7% | $6,426+21.4% | $5,609+39.1% |
| Admin fee / account holder | $264 | $10,917-97.6% | $9,284-97.2% | $10,829-97.6% |