Page 23 - DCAC May 2025 Files

Executive summary Annual Data Point Review

Overview
County of San Mateo 457 Plan Annual Asset and Participant Change Report
The assets and participant
Overview
counts presented are effective as
Calendar Year $Assets Asset Growth $Ave. Part. Balance # of Participants Growth in Participants Particiaption % of period end. The assets do not
The assets and participant
reflect any adjustments,
counts below are effective as of
dividends, corrections, or similar
2024 $812,006,584 13.9% $67,527 12,025 14.2% 93% period end. The assets do not
that are processed after period
reflect any adjustments,
end.
2023 $712,815,427 16.5% $67,687 10,531 3.9% 92% dividends, corrections, or similar
that are processed after period
2022 $611,719,807 -12.6% $60,369 10,133 4.8% 93% 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%

Note: The number of participants for 2024 is impacted by the accounts that were created due to the SAGIC correction issue.

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