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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