| Location | Round Rock, TX |
| Asset Size | $58.0MM |
| Number of Participants | 500 – 999 Participants |
| Business | Nonprofit Organization |
| Participation rate | 95% |
| Avg. deferral rate | 6.0% |
| No. of funds offered | 11 |
| Investment Review | Quarterly |
| True-up feature | No |
| Match Vesting Period | 2 years |
| Eligibility | Immediate |
| Default deferral rate | 3% |
| Default investment | Retail TDF (Index) |
| Auto-escalation | Opt-out |
| Systematic withdrawals | Yes |
| Fee equalization | Yes |
| Match Rate | 200% of first 3% of salary |
| % receiving full match | >90% |
| Max Employer Contribution | 8.5% |
| Financial education: | |
| Saving/budgeting | x |
| Investing strategies | |
| College saving | |
| Credit/debt mgt | x |
| Tax/estate planning | |
| Retiree health costs/savings options | x |
| Recordkeeper | Principal |
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