American Bankers Association
| Plan name | Employees’ Thrift Plan of the American Bankers Association |
| Location | Washington, D.C. |
| Asset size | $114.6MM |
| Participants | 500 |
| Industry | Trade Association |
| Participation rate | 92% |
| Average deferral rate | 10.0% |
| # of funds offered | 11 |
| Investment review | Twice a year |
| True-up match | No |
| Match vesting period | 3 years (graded) |
| Eligibility | Within 3 months of employment |
| Default deferral rate | 6% |
| Default investment | Retail Target-date Fund (Active Management) |
| Automatic escalation | Opt-out |
| Systematic withdrawals | Yes |
| Fee equalization | Yes |
| Match rate | 50% on the first 6% of salary deferrals |
| % receiving full match | >75% |
| Maximum employer contribution | 9% |
| Financial education: | |
| Saving/Budgeting | Yes |
| Investing strategies | Yes |
| College saving | |
| Credit/Debt management | Yes |
| Tax/Estate planning | Yes |
| Retiree health costs/savings options | |
| Recordkeeper | Voya Financial |
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