SAN LUIS VALLEY HEALTH 403(B) PLAN

At the end of 2022, the total retirement plan assets of SAN LUIS VALLEY HEALTH 403(B) PLAN is $27,800,866.This plan was established in 2001.

At the end of 2022, the total number of retirement plan participants in SAN LUIS VALLEY HEALTH 403(B) PLAN is 881

In 2022, the average participant retirement account value for SAN LUIS VALLEY HEALTH 403(B) PLAN is $31,556

In 2022, the estimated average employee contribution amount per participant for SAN LUIS VALLEY HEALTH 403(B) PLAN is $2,855

In 2022, the estimated average employer match for an employee in SAN LUIS VALLEY HEALTH 403(B) PLAN is approximately $720

In 2022, SAN LUIS VALLEY HEALTH 403(B) PLAN allocates $634,408 to match its employees’ contributions, providing an employer match rate of 25.48% of their contributions

In 2022, the total retirement plan asset growth rate of SAN LUIS VALLEY HEALTH 403(B) PLAN is -15.96%

In 2022, the estimated aggregate retirement account investment gain/loss for SAN LUIS VALLEY HEALTH 403(B) PLAN is -16.56%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of SAN LUIS VALLEY HEALTH 403(B) PLAN is 0.28%.

Enrollment Features

SAN LUIS VALLEY HEALTH 403(B) 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.
    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.