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$735,369,752 Total Assets Who is saving in the Oklahoma 529 College Savings Plan (OCSP) 18-25 25-29 30-34 35-39 40-44 45-49 50-54 55-59 60-65 65+ 1,219 556 2,014 3,916 3,287 4,126 3,377 2,616 1,832 3,961 Age Beneficiary age at account opening 0-5 6-11 12-14 15-18 19-24 25+ 18,476 9,601 5,867 1,172 974 10,923 Age Current age of beneficiaries 0-5 6-11 12-14 15-18 19-24 25+ 8,468 13,067 7,120 6,936 2,830 8,592 Age $377,320,055 Qualified withdrawals since inception Qualified higher education expenses include tuition, fees, books, supplies and equipment required for enrollment, such as computers and related technology such as internet access fees, software or printers. (Many account owners have accounts for more than one beneficiary/child) Plan Statistics 26,904 Account Owners $14,810 $23,430 35,395 Average monthly contribution Average account size $278 Beneficiaries WITHDRAWALS WITHDRAWALS How people contribute to the Plan Automatic Contribution Check Payroll Deduction E-Gift 58% 36% Contributions to OCSP can be made for as little as $25. $ Oklahoma's average monthly contribution for contributing accounts Average Oklahoma student loan debt for class of 2015 The Institute for College Access & Success Number of children under the age of 18 with an OCSP account 965,196 3.3% Number of Oklahoma children under the age of 18 2016 U.S. Census estimate for Oklahoma Northeast – 943 Northwest – 2,323 OKC Metro – 16,282 Southeast – 831 Southwest – 1,293 Tulsa Metro – 10,734 Out-of-State – 2,989 47,013 (based on active accounts as of 12/31/16) Consider the investment objectives, risks, charges and expenses before investing in the Oklahoma 529 College Savings Plan. Visit www.ok4saving.org for a Plan Disclosure Booklet containing this and other information. Please read it carefully. Before investing in a 529 plan, you should consider whether the state you or your beneficiary reside in or have taxable income in has a 529 plan that offers favorable state income tax or other benefits that are only available if you invest in that state’s 529 plan. Taxpayers should seek advice from an independent tax advisor based on their own particular circumstances. Non-qualified withdrawals may be subject to federal and state taxes and the additional 10% federal tax. Account value for the investment options is not guaranteed and will fluctuate based upon a number of factors, including general market conditions. TIAA-CREF Tuition Financing, Inc., Program Manager. TIAA-CREF Individual & Institutional Services, LLC, member FINRA, distributor and underwriter for the Oklahoma 529 College Savings Plan. 154845 4% 2% % of Oklahoma children under the age of 18 with an OCSP account Market Penetration Northeast – $231 Northwest – $236 OKC Metro – $261 Southeast – $237 Southwest – $246 Tulsa Metro – $325 $18,016 Average annual cost of in-state tuition, fees, books & living costs CollegeTuitionCompare.com
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