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Executive Summary

61869-1-San Mateo County Deferred Compensation Plan

Participant Statistics

6/30/2022 9/30/2022 Plan Trend

Total participants 9,910 10,068 p 2%

Participation rates: average percentage 99% 96% q 3%

Average account balance $60,481 $57,718 q 5%

Average number of investments 4.9 5.0 p 2%

Number of outstanding loans 623 615 q 1%

Percent of participants with a loan 6% 6% t u 0%

Average loan balance $11,956 $11,853 q 0%

Total calls to 800# 168 146 q 13%
Total visits to website 12,623 10,122 q 20%

2Q 2022 eligible - 5,323 (does not include extra help); total # contributing - 5,277 - 99%
3Q 2022 eligible - 5,473 (does not include extra help); total # contributing - 5,261 - 96%

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