YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN

At the end of 2022, the total retirement plan assets of YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN is $785,386,382.This plan was established in 1978.

At the end of 2022, the total number of retirement plan participants in YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN is 20836

In 2022, the average participant retirement account value for YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN is $37,693

In 2022, the estimated average employee contribution amount per participant for YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN is $363

In 2022, the estimated average employer match for an employee in YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN is approximately $2

In 2022, YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN allocates $61,068 to match its employees’ contributions, providing an employer match rate of 0.83% of their contributions

In 2022, the total retirement plan asset growth rate of YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN is -9.37%

In 2022, the estimated aggregate retirement account investment gain/loss for YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN is -7.56%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN is 0.03%.

Enrollment Features

YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS 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.