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Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $443,292 | $212,386+108.7% | $199,883+121.8% | $138,895+219.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 163.84% | 47.75%+116.1pp | 43.81%+120.0pp | 145.39%+18.4pp |
| Employer contribution / active EE | $21,188 | $6,625+219.8% | $6,261+238.4% | $4,194+405.2% |
| Participant deferral / active EE | $17,375 | $9,617+80.7% | $9,138+90.1% | $6,396+171.6% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |