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Impact of the U.S. Presidential Election

79

Net Promoter Score

NPS is highest among industry peers and 22 points above benchmark.3

13

Years

Average tenure of
T. Rowe Price recordkeeping clients.4

99%

Overall Client Satisfaction

with T. Rowe Price Retirement Plan Services, a "Best in Class" rating.5

1Morningstar Awards 2020©. Morningstar, Inc. All Rights Reserved. Awarded to T. Rowe Price for 2020 U.S. Morningstar Exemplary Stewardship and to Jerome Clark for 2020 U.S. Morningstar Outstanding Portfolio Manager, U.S.A.

2T. Rowe Price online survey in December 2019 of over 2,400 employees of clients of T. Rowe Price retirement plan recordkeeping services.

32019 Net Promoter Score, Chatham Partners Analysis. 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.

4Clients with plans on our OMNI recordkeeping platform as of September 30, 2020.

5Source: Chatham Partners 2019 Client Satisfaction Survey.