¹ 2023 PwC Employee Financial Wellness Survey.

² Employee Benefit Research Institute and Greenwald Research, 2023 Workplace Wellness Survey of 1,505 U.S. employees.

³ Fidelity’s Financial Wellness Checkup of 371,677 active and engaged workplace participants from January 1, 2024 to November 30, 2024.

For plan sponsor and investment professional use only.

Screenshot for illustrative purposes only.

Investing involves risk, including risk of loss.

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