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1 2023 Principal Sentiment survey of small and midsize employer customers (548) and employees (262) conducted between July 24, 2023 and August 17, 2023.
2 Determined by fully insured employer groups in-force. Based on participants in LIMRA's 4th Quarter 2021 U.S. Workplace Benefits Life Insurance, Disability Insurance, Dental and Vision Plans and Supplemental In-force surveys. (April 2022)
3 Based on the number of plans, PLANSPONSOR 2023 Defined Contribution Recordkeeping Survey, July 2023.
4 Principal SMB Segmentation Market Overview Dashboard, data as of 4Q22 (Note: There is some overlap in counts where clients have multiple products across lines of business)