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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 | $373,930 | $185,312+101.8% | $161,489+131.6% | $154,746+141.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 342.83% | 103.84%+239.0pp | 89.72%+253.1pp | 172.34%+170.5pp |
| Employer contribution / active EE | $19,721 | $4,769+313.5% | $4,268+362.0% | $4,379+350.3% |
| Participant deferral / active EE | $17,375 | $6,350+173.6% | $5,630+208.6% | $6,730+158.2% |
| Admin fee / account holder | $296 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |