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Executive Summary
61869-1-San Mateo County Deferred Compensation Plan
Participant Statistics
Total participants 9,669 9,792 p 1%
Participation rates: average percentage 94% 97% p 4%
Average account balance $72,378 $68,376 q 6%
Average number of investments 5.6 5.0 q 11%
Number of outstanding loans 621 620 q 0%
Percent of participants with a loan 6% 6% t u 0%
Average loan balance $11,492 $11,839 p 3%
Total calls to 800# 159 151 q 5%
Total visits to website 14,192 13,724 q 3%
Notes:
4Q 2021 eligible - 5,439 (does not include extra help); total # contributing - 5,120 - 94%
1Q 2022 eligible - 5,405 (does not include extra help); total # contributing - 5,240 - 97%
The participation rate calculation is based upon eligible participants with a salary deferral contribution in the past 12 months / total eligible employees (active and eligible not participating). The
contribution rate does not include flat dollar contributions.
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.
RO1583135
