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Reference Point:
Trends and Highlights from 2021

Our annual benchmarking tool examines trends and shares expert commentary to help inform your plan design.

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88

Net Promoter Score

NPS is highest among industry peers and 29 points above benchmark.1

14

Years

Average tenure of
T. Rowe Price recordkeeping clients.2

97%

Overall Client Satisfaction

with T. Rowe Price Retirement Plan Services, a "Best in Class" rating.3

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© 2021 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

1 Chatham Partners 2021 Client Satisfaction Survey. The Chatham Partners’ Net Promoter Score (NPS) measures clients’ likelihood of recommending T. Rowe Price. Respondents are categorized as Promoters, Passives, or Detractors. The NPS is the percentage of Promoters minus the percentage of Detractors. Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc.

2 Clients with plans on our OMNI recordkeeping platform as of October 31, 2021.

3 Source: Chatham Partners 2021 Client Satisfaction Survey.