Portland General Electric
Location | Portland, Oregon |
Asset Size | >$500 million – $1 billion |
Number of Participants | 1,000 – 4,999 |
Business | Utilities |
Participation Rate | 90% |
Avg Deferral Rate | 10.00% |
Number of Funds | 12 |
Investment Review | Quarterly |
Fee Review | Annually |
Fee Equalization | Unsure/Don’t know |
Auto-Enrollment Rate | 6% |
Auto-Escalation Rate | 1% |
Re-Enrollment | Considering |
Default Investment | Target-date (active) |
Ret Income Offering | In-plan |
Vesting Period | 1 year |
Match Rate | 100% of first 5% of salary |
% Receiving Full Match | >75% |
True-Up Match | Yes |
Financial Education | |
Saving/budgeting | X |
Investing strategies | X |
College saving | X |
Credit/debt mgmt | X |
Tax/estate planning | X |
Retiree health costs/savings options | X |
Provider | Aon Hewitt |