Page 84 - AugDefComp
P. 84
1Q 2020 eligible – 5544 (does not include extra help) total # contributing – 5068 – 91%
2Q 2020 eligible – 5520 (does not include extra help) total # contributing – 4923 – 89%
3/31/2020 Plan Trend 6/30/2020 ▲ 0% 8,859 8,787 ▼ 2% 89% 91% ▲ 11% $59,412 $53,311 ◄ ► 0% 5.2 5.2 ▼ 6% 640 682 ◄ ► 0% 7% 7% ▲ 2% $11,073 $10,872 Apr. 2020 159 / 823 Jan. 2020 175 / 876 May 2020 158 / 775 Feb. 2020 165 / 801 June 2020 176 / 1,059 Mar. 2020 195 / 1,006 ▼ 15% 139 164 ▼ 11% 12,970 14,631 RS-41492-03 3
Not for use with Plan Participants.
Executive Summary
Participant Activity Total Participants Participation Rates: Average Percentage Average Account Balance Average Number of Investments Number of Outstanding Loans Percent of Participants With a Loan Average Loan Balance Mobile App Useage Unique Users / Total Visits Total Calls to 800# Total Visits to Website Notes 61869-1-San Mateo County Deferred Compensation Plan For Financial Professional and Plan Sponsor use only. For Advisor and Plan Sponsor use only. Not for use with Plan Participants.
