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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 | $283,690 | $118,708+139.0% | $98,920+186.8% | $158,982+78.4% |
| Participation rate | 70.0% | 77.8%-7.8pp | 76.0%-6.0pp | 82.0%-12.0pp |
| Annual return | 11.31% | 372.49%-361.2pp | 196.47%-185.2pp | 302.99%-291.7pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $26 | $10,134-99.7% | $6,643-99.6% | $11,252-99.8% |