Page 16 - DCAC May 2023 Files

Executive summary Annual Asset, Participant, and Participation Comparison

Overview

County of San Mateo 457 Plan Annual Asset and Participant Change Report The assets and participant
counts presented are effective as
Overview
of period end. The assets do not
The assets and participant
reflect any adjustments,
Calendar Year $Assets Asset Growth $Ave. Part. Balance # of Participants Growth in Participants Particiaption % counts below are effective as of
dividends, corrections, or similar
period end. The assets do not
that are processed after period
reflect any adjustments,
end.
2022 $611,719,807 -12.6% $60,369 10,133 4.8% 93% dividends, corrections, or similar
that are processed after period
end.
2021 $699,822,649 14.5% $72,378 9,669 6.1% 94%

2020 $611,368,120 15.8% $67,095 9,112 5.4% 91%

2019 $528,071,612 19.2% $61,098 8,643 9.8% 88%

2018 $443,030,729 -1.2% $56,258 7,875 13.6% 82%

2017 $448,243,881 16.1% $64,672 6,931 14.8% 79%

2016 $386,001,945 $63,908 6,040 70%

FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. ©2023 EMPOWER, LLC. ALL RIGHTS RESERVED. 2