Citigroup, Inc.
| Location | New York, NY |
| Asset Size | $11.7B |
| Number of Participants | 10,000 or More Participants |
| Business | Financial Services |
| Participation rate | 90% |
| Avg. deferral rate | 8.4% |
| No. of funds offered | 22 |
| Investment Review | Quarterly |
| True-up feature | No |
| Match Vesting Period | Immediate |
| Eligibility | Immediate |
| Default deferral rate | 6% |
| Default investment | Institutional TDF |
| Auto-escalation | Opt-out |
| Systematic withdrawals | Yes |
| Fee equalization | Yes |
| Match Rate | 100% of first 6% of salary |
| % receiving full match | 50% – 75% |
| Max Employer Contribution | 8.0% |
| Financial education: | |
| Saving/budgeting | x |
| Investing strategies | x |
| College saving | x |
| Credit/debt mgt | x |
| Tax/estate planning | x |
| Retiree health costs/savings options | x |
| Recordkeeper | Aon Hewitt |
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