ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN
Plan Contact
- Address: 421 SW OAK STREET,,PORTLAND,OR
- Contact person: DEBBIE MENASHE
- Phone: (503) 445-2946
Plan General Information
ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN is $24,265,381.00.This plan was established in 2002.
ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN is 147
ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN is $165,070.00
ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN is $10,746.00.
ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN is approximately $6,257.00
Investing in this additonal $6,257.00 for 20 years would give you extra $400,458.00, assuming a 10% annual return.
Investing in this additonal $6,257.00 for 20 years would give you extra $400,458.00, assuming a 10% annual return.
ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN Total Employer Contribution and Match Rate
In 2023, ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN allocates $919,803.00 to match its employees' contributions, providing an employer match rate of 59.03% of their contributions
ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN is 23.55%.
ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN is 15.70%. This measures the effectiveness of the plan participants' investments in the year.
ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS PLAN is 0.01%.
Enrollment Features
ENERGY TRUST OF OREGON, INC. RETIREMENT SAVINGS 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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