PHOENIX EMPLOYEES RETIREMENT TRUST

At the end of 2022, the total retirement plan assets of PHOENIX EMPLOYEES RETIREMENT TRUST is $22,959,128.This plan was established in 1983.

At the end of 2022, the total number of retirement plan participants in PHOENIX EMPLOYEES RETIREMENT TRUST is 222

In 2022, the average participant retirement account value for PHOENIX EMPLOYEES RETIREMENT TRUST is $103,419

In 2022, the estimated average employee contribution amount per participant for PHOENIX EMPLOYEES RETIREMENT TRUST is $2,504

In 2022, the estimated average employer match for an employee in PHOENIX EMPLOYEES RETIREMENT TRUST is approximately $637

In 2022, PHOENIX EMPLOYEES RETIREMENT TRUST allocates $141,502 to match its employees’ contributions, providing an employer match rate of 25.74% of their contributions

In 2022, the total retirement plan asset growth rate of PHOENIX EMPLOYEES RETIREMENT TRUST is -27.24%

In 2022, the estimated aggregate retirement account investment gain/loss for PHOENIX EMPLOYEES RETIREMENT TRUST is -19.53%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of PHOENIX EMPLOYEES RETIREMENT TRUST is 0.13%.

Enrollment Features

PHOENIX EMPLOYEES RETIREMENT 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.