Displaying it encourages the participant to think in the long term. Loan information is summarized and detailed. The statement provides dollar and percent vested. T. Rowe Price is among the industry leaders for providing both the dollar and percent amount vested. Graphs highlight important account information.
Personalized messages are relevant to the participant's unique situation.
Sections of the statements are nicely separated by consistent bold fonts and borders. Statement sections follow a logical order from overall account summaries to specific details, and from personalized account data to general market information. Statement is easy to read. The use of plain English and non-technical language throughout the statement allows the participant to easily comprehend the status of the account. At any point in time and as frequently as desired, individual plan participants can take the customization one step further by calling T. Rowe Price and adding modules to their personal statements or requesting a long form which provides more detailed historical transaction data.