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Plan Trend ▲ 0% ▼ 2% ▲ 11% ◄ ► 0% ▼ 6% ◄ ► 0% ▲ 2% ▼ 15% ▼ 11% RS-41492-03
6/30/2020 8,859 89% $59,412 5.2 640 7% $11,073 Apr. 2020 159 / 823 May 2020 158 / 775 June 2020 176 / 1,059 139 12,970
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 8,787 91% $53,311 5.2 682 7% $10,872 Jan. 2020 175 / 876 Feb. 2020 165 / 801 Mar. 2020 195 / 1,006 164 14,631
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.
