WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN
Plan Contact
- Address: 204 WEST WASHINGTON STREET,LEXINGTON,VA
- Contact person: JODI WILLIAMS
- Phone: (540) 458-8920
Plan General Information
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN is $407,522,813.00.This plan was established in 1975.
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN is 2299
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN is $177,260.00
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN is $3,295.00.
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN is approximately $3,189.00
Investing in this additonal $3,189.00 for 20 years would give you extra $204,100.00, assuming a 10% annual return.
Investing in this additonal $3,189.00 for 20 years would give you extra $204,100.00, assuming a 10% annual return.
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN Total Employer Contribution and Match Rate
In 2023, WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN allocates $7,331,669.00 to match its employees' contributions, providing an employer match rate of 100.06% of their contributions
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN is 11.56%.
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN is 14.28%. This measures the effectiveness of the plan participants' investments in the year.
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN is 0.09%.
Enrollment Features
WASHINGTON AND LEE UNIVERSITY DEFINED CONTRIBUTION PLAN has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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