ZB DAVIS 401(K) PLAN

At the end of 2022, the total retirement plan assets of ZB DAVIS 401(K) PLAN is $18,311,897.This plan was established in 1997.

At the end of 2022, the total number of retirement plan participants in ZB DAVIS 401(K) PLAN is 119

In 2022, the average participant retirement account value for ZB DAVIS 401(K) PLAN is $153,881

In 2022, the estimated average employee contribution amount per participant for ZB DAVIS 401(K) PLAN is $8,245

In 2022, the estimated average employer match for an employee in ZB DAVIS 401(K) PLAN is approximately $2,983

In 2022, ZB DAVIS 401(K) PLAN allocates $355,073 to match its employees’ contributions, providing an employer match rate of 37.45% of their contributions

In 2022, the total retirement plan asset growth rate of ZB DAVIS 401(K) PLAN is -19.10%

In 2022, the estimated aggregate retirement account investment gain/loss for ZB DAVIS 401(K) PLAN is -17.11%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ZB DAVIS 401(K) PLAN is 0.35%.

Enrollment Features

ZB DAVIS 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.