CALLING ALL RETIREMENT PLAN PROFESSIONALS- New Research Report now available from PLANSPONSOR! Are your retirement plans comparable to those of your peers? If you are not sure, begin the New Year by benchmarking your retirement benefits! The 2018 Plan Benchmarking Report features proprietary data collected in late 2017 by PLANSPONSOR in its annual Defined Contribution Survey. The report highlights various plan design features and outcomes of more than 4,000 U.S. Defined Contribution plans. Data is reported overall, and additionally by 9 separate plan size categories. Go to www.strategic-i-store.com for a sample report and more information, or email surveys@strategic-i.com Does your organization offer any of these additional workplace retirement/savings plans? All Industries Overall <$1MM Defined Benefit Plan (Traditional) Defined Benefit Plan (Cash Balance) Defined Benefit Plan (Hybrid/ other formula) Equity Compensation (e.g., Stock) Plan Health Savings Accounts (HSA) Retiree Health Benefits 529 College Savings Plan 19.2% 5.3% 1.8% 7.4% 47.0% 12.0% 6.9% 10.8% 1.2% 0.3% 0.9% 22.6% 3.3% 1.8% $1MM$5MM 11.8% 2.2% 0.2% 1.5% 33.3% 2.5% 2.2% $5MM$10MM 12.7% 1.6% 0.8% 2.3% 40.6% 4.1% 5.4% $10MM$25MM 13.6% 3.6% 0.9% 4.7% $25MM$50MM 16.6% 3.4% 0.8% 7.3% $50MM$100MM 21.5% 3.4% 1.7% 8.2% $100MM$200MM 25.4% 6.2% 2.8% 15.8% $200MM$500MM 32.7% 12.0% 4.3% 18.8% $500MM$1B 44.4% 13.7% 3.4% 17.1% >$1B 50.8% 25.4% 11.3% 51.9% 4.0% 6.5% For TK use only. 2018 Defined Contribution Plan Benchmarking Report Overall results from the 2017 PLANSPONSOR Defined Contribution (DC) Survey 29.2% 54.2% 11.5% 8.4% 59.7% 17.6% 10.7% 63.8% 16.9% 8.5% 60.1% 29.8% 17.3% 64.1% 37.6% 19.7% 75.8% 48.8% 11.3% Source: PLANSPONSOR Defined Contribution Survey, 2017 Valid until November, 2018 8http://www.strategic-i-store.com