JR & CO., INC. EMPLOYEES SAVINGS TRUST

At the end of 2022, the total retirement plan assets of JR & CO., INC. EMPLOYEES SAVINGS TRUST is $2,736,305.This plan was established in 2012.

At the end of 2022, the total number of retirement plan participants in JR & CO., INC. EMPLOYEES SAVINGS TRUST is 284

In 2022, the average participant retirement account value for JR & CO., INC. EMPLOYEES SAVINGS TRUST is $9,634

In 2022, the estimated average employee contribution amount per participant for JR & CO., INC. EMPLOYEES SAVINGS TRUST is $2,663

In 2022, the estimated average employer match for an employee in JR & CO., INC. EMPLOYEES SAVINGS TRUST is approximately $546

In 2022, JR & CO., INC. EMPLOYEES SAVINGS TRUST allocates $155,341 to match its employees’ contributions, providing an employer match rate of 41.07% of their contributions

In 2022, the total retirement plan asset growth rate of JR & CO., INC. EMPLOYEES SAVINGS TRUST is -17.98%

In 2022, the estimated aggregate retirement account investment gain/loss for JR & CO., INC. EMPLOYEES SAVINGS TRUST is -18.03%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of JR & CO., INC. EMPLOYEES SAVINGS TRUST is 0.16%.

Enrollment Features

JR & CO., INC. EMPLOYEES SAVINGS TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.