Page 22 - DCAC November 2023 Files

SMC MTR Data October 21st, 2022-September 30th, 2023
Ind Mtgs Web Usage
Empower RPA 448 21,399

Managed Accounts at MM 90 72 online
18 Ed Rep

Data Points
Total MTR assets $17,782,135
MTR Parts 163 Includes MM
Avg Age 46
Total Parts 10,399
% parts 1.6%
Avg Acct Balance $109,093
% of total assets 2.7%
Enrolled up RPA 34
RPA vs.MTGs vs.MTR 7.6%
Enrolled RSG 20
Enrolled online/app 32
Online vs.MTR 0.15%
Total 86
Net Total 73
Avg Per month 7.166666667

Personalization (at least 2) 85% - 01 ; 92% - 02

Personalization/ 01 & 02 SMC Parts Empower
Outside assets 21% 17%
Spousal 31% 29%
Pension 32% 27%
Life Expectancy 0% 5%
Retirement Age 64% 61%
Retirement Need 58% 62%