INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA
Plan Contact
- Address: 1411 E MISSION AVENUE,SPOKANE,WA
- Contact person: LAURA VICKERS
- Phone: (509) 489-0500
Plan General Information
INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA is $751,330,437.00.This plan was established in 1984.
INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA is 2602
INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA Average Participant Retirement Account Value
In 2023, the average participant retirement account value for INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA is $288,751.00
INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA is $9,431.00.
INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA is approximately $5,676.00
Investing in this additonal $5,676.00 for 20 years would give you extra $363,273.00, assuming a 10% annual return.
Investing in this additonal $5,676.00 for 20 years would give you extra $363,273.00, assuming a 10% annual return.
INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA Total Employer Contribution and Match Rate
In 2023, INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA allocates $14,769,344.00 to match its employees' contributions, providing an employer match rate of 61.86% of their contributions
INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA is 12.21%.
INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA is 15.08%. This measures the effectiveness of the plan participants' investments in the year.
INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA Expense Ratio
In 2023, the investment and administrative expense ratio of INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA is 0.12%.
Enrollment Features
INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN OF AVISTA has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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