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DAVIS AND GREEN EMPLOYEES SAVING PLAN

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Plan General Information

DAVIS AND GREEN EMPLOYEES SAVING PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of DAVIS AND GREEN EMPLOYEES SAVING PLAN is $4,078,860.00.This plan was established in 1994.

DAVIS AND GREEN EMPLOYEES SAVING PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in DAVIS AND GREEN EMPLOYEES SAVING PLAN is 168

DAVIS AND GREEN EMPLOYEES SAVING PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for DAVIS AND GREEN EMPLOYEES SAVING PLAN is $24,278.00

DAVIS AND GREEN EMPLOYEES SAVING PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for DAVIS AND GREEN EMPLOYEES SAVING PLAN is $2,492.00.

DAVIS AND GREEN EMPLOYEES SAVING PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in DAVIS AND GREEN EMPLOYEES SAVING PLAN is approximately $841.00
Investing in this additonal $841.00 for 20 years would give you extra $53,824.00, assuming a 10% annual return.

DAVIS AND GREEN EMPLOYEES SAVING PLAN Total Employer Contribution and Match Rate

In 2023, DAVIS AND GREEN EMPLOYEES SAVING PLAN allocates $141,288.00 to match its employees' contributions, providing an employer match rate of 67.49% of their contributions

DAVIS AND GREEN EMPLOYEES SAVING PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of DAVIS AND GREEN EMPLOYEES SAVING PLAN is 24.11%.

DAVIS AND GREEN EMPLOYEES SAVING PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for DAVIS AND GREEN EMPLOYEES SAVING PLAN is 15.61%. This measures the effectiveness of the plan participants' investments in the year.

DAVIS AND GREEN EMPLOYEES SAVING PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of DAVIS AND GREEN EMPLOYEES SAVING PLAN is 0.55%.

Enrollment Features

DAVIS AND GREEN EMPLOYEES SAVING PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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