$886,525,449 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+

1,172

560

2,235

4,173

3,789

4,440

3,510

2,810

2,040

4,459

Ag

e

Beneficiary age at account opening0-5

6-11

12-14

15-18

19-24

25+

21,794

10,223

6,114

1,291

1,047

12,255Ag

e

Current age of beneficiaries 0-5

6-11

12-14

15-18

19-24

25+

9,460

13,967

7,401

7,574

3,338

9,644Ag

e

$502,729,386Qualified 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

29,172 Account Owners

$16,781

$25,952

38,833

Average monthly contribution

Averageaccount size

$274

Unique Beneficiaries

WITHDRAWALSWITHDRAW

ALS

How people contribute to the PlanAutomatic Contribution PlanCheckPayroll DeductionE-GiftElectronic

24.7%33.2%

37%

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 2017The Institute for College

Access & Success

Number of children under the age of 18 with an OCSP account

959,131

5.2%

Number of Oklahoma children under the age of 18

2017 U.S. Census estimate for Oklahoma

Northeast – 998Northwest – 2,407OKC Metro – 17,734Southeast – 878

Southwest – 1,355Tulsa Metro – 11,814Out-of-State – 3,647

51,331 (based on active accounts as of 9/30/18)

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 such as financial aid, scholarship funds or protection from creditors for investing in its own 529 plan.Taxpayers should seek advice from an independent tax advisor based on their own particular circumstances. If the funds aren't used for qualified higher education expenses, a 10% penalty tax on earnings (as well as federal and state income taxes) may apply.

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 and SIPC, distributor and underwriter for the Oklahoma 529 College Savings Plan.

491793

3.4%1.7%

% of Oklahoma households with children under the age of 18 with an OCSP account

MarketPenetration

Northeast – $200Northwest – $223OKC Metro – $258Southeast – $233Southwest – $243

Tulsa Metro – $323

$18,866Average annual cost of

in-state tuition, fees, books & living costs (2018)

CollegeTuitionCompare.com