Scientific Research Corporation_PHL_093021_Final
Plan At A Glance (continued) Scientific Research Corporation 401(k) Profit Sharing Plan
Professional, Scientific, and Technical Services
401(k) Industry Average Plan Type Average
09/30/2018
09/30/2019
09/30/2020
09/30/2021
09/30/2021
09/30/2021
INVESTMENT DIRECTION % of Participants w ith all assets in one investment option % of Participants w ith all assets in one investment, excluding target date investments % of Participants w ith all assets in one target date investment
22.3%
26.5%
30.5%
35.0%
64.6%
66.2%
4.1%
4.3%
4.7%
5.0%
5.1%
4.5%
18.2%
22.2%
25.8% 10.0%
29.9%
59.5%
61.6%
% of Participants that made an exchange PARTICIPANT ASSET ALLOCATION Number of investment options Average number of funds per participant % of Plan assets in money market funds % of Plan assets in bond funds % of Plan assets in multi-class funds % of Plan assets in target date investments
8.3%
8.1%
9.3%
9.1%
9.6%
19
19
19
19
18
16
9.6
9.0
8.4
8.2
2.5
2.3
6.4% 8.4% 0.0% 9.6%
6.7% 9.1% 0.0%
7.6% 9.6% 0.0%
6.8% 8.1% 0.0%
7.0% 4.7% 1.3%
7.6% 4.2% 0.8%
11.4% 71.5%
13.7% 68.1%
17.0% 67.3%
42.2% 41.9%
43.7% 34.5%
% of Plan assets in stock funds
74.5%
% of Plan assets in self -directed brokerage accounts
0.0% 1.1%
0.0% 1.3%
0.0% 1.1%
0.0% 0.9%
1.8% 0.6%
1.0% 1.1%
% of Plan assets in loans
PARTICIPANT ENGAGEMENT Average number of contacts per participant
21.7
22.0
24.3
23.2
18.7
18.1
% of Participants accessing participant w ebsite via brow ser % of Participants accessing participant w ebsite via app
83.4% 11.1%
78.7% 15.9%
81.6% 19.3%
79.1% 22.2%
67.2% 16.5%
61.6% 19.4%
# of Emails opened/sent
4,098 / 10,678
5,839 / 15,776
7,432 / 18,570
14,249 / 36,388
980 / 477
1,578 / 857
Average number of contacts to call center per participant
0.4
0.4
0.4
0.3
N/A
0.4
The Pro fessional, Scientific, and Technical Services industry contains 95 to tal T. Rowe Price plans. Data is based on all 401(k) plan types within the client universe o f T. Rowe Price Retirement Plan Services, Inc. %o f Participants contributing at or above the companymatch does no t include participants who have elected to defer by do llar amount. Auto-enro llment participation for each time period is based on 6 month data. The industry and plan type averages for auto-increase participation shows opt-in/opt-out statistics. All Target Date investments and Self-Directed brokerage accounts are included and counted as one option each. Participant engagement statistics only include participants with a balance.
10
T. ROWE PR ICE
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