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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 | $292,070 | $175,646+66.3% | $129,118+126.2% | $134,532+117.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -18.86% | -11.39%-7.5pp | -10.94%-7.9pp | 418.27%-437.1pp |
| Employer contribution / active EE | $53,124 | $6,355+735.9% | $5,051+951.7% | $4,741+1020.5% |
| Participant deferral / active EE | $38,450 | $7,970+382.4% | $6,539+488.0% | $6,401+500.7% |
| Admin fee / account holder | $0 | $23,578-100.0% | $14,305-100.0% | $11,429-100.0% |