Page 173 - DCAC December 2024 Files
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Investment strategy utilization As of 8/31/2024
Overview
The investment strategy
Participants by strategy Participant assets by strategy utilization is based on all
participants that have a balance
greater than $0. Each participant
is assigned a single investment
strategy to provide insights on
how investment options,
features, and services are being
utilized.
When a participant is assigned a
strategy, 100% of their balance is
grouped within that strategy
even if they have a diverse
investment mix. Additionally,
each participants’ strategy is
reevaluated and assigned every
month so a participant may
move in and out of the different
strategies from month to month.
For the full list of investment
strategies and their definitions,
please refer to the glossary.
FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY. RO3766362-0924. 776970-01 San Mateo County Deferred Compensation Plan
