Page 138 - DeferredComp-May2018
P. 138

Executive Summary

         Participant Activity                                               12/31/2017

Tota l Pa rticipa nts                                                                 6,931
Pa rticipa tion Ra te s: Ave ra ge Pe rce nta ge                                       87%
Ave ra ge Account Ba la nce                                                        $64,672
Ave ra ge Numbe r of Inve stme nts
Numbe r of Outsta nding Loa ns                                                           3.5
Pe rce nt of Pa rticipa nts W ith a Loa n                                               728
Ave ra ge Loa n Ba la nce                                                                9%
Tota l Ca lls to 800#                                                               $9,023
Tota l Visits to W e bsite
                                                                                          73
                                                                                    12,878

Notes  4Q 2017 eligible – 5680 (does not include extra help) t
       1Q 2018 eligible - 5646 (does not include extra help) t

61869-1 San Mateo Deferred Compensation Plan
For Advisor and Plan Sponsor use only. Not for use with Plan Participants.
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