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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 | $257,786 | $202,342+27.4% | $172,752+49.2% | $152,897+68.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.62% | 1029.83%-1012.2pp | 802.97%-785.4pp | 345.43%-327.8pp |
| Employer contribution / active EE | $54,775 | $5,858+835.1% | $5,144+964.8% | $4,764+1049.9% |
| Participant deferral / active EE | $29,745 | $5,948+400.1% | $5,198+472.3% | $5,851+408.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |