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Executive Summary

61869-1-San Mateo County Deferred Compensation Plan

Participant Statistics
3/31/2021 6/30/2021 Plan Trend

Total participants 9,228 9,409 p 2%

Participation rates: average percentage 93% 96% 3%

Average account balance $68,626 $70,735 p 3%

Average number of investments 5.2 4.8 q 8%

Number of outstanding loans 606 604 q 0%

Percent of participants with a loan 6% 6% t u 0%

Average loan balance $11,693 $11,790 p 0%

Total calls to 800# 140 156 p 11%

Total visits to website 17,913 16,073 q 10%

January - 253 / 1,404 April - 239 / 1,354
Mobile App

Unique Users/Total Sessions February - 200 / 1,179 May - 201 / 1,122
March - 225 / 1,153 June - 213 / 1,088

Notes

1Q 2021 eligible – 5461 (does not include extra help) total # contributing – 5050 – 93%
2Q 2021 eligible – 5437 (does not include extra help) total # contributing – 5213 – 96%

The participation rate calculation is based upon eligible participants with a salary deferral contribution in the past 12 months / total eligible employees (active and eligible not participating). The
contribution rate does not include flat dollar contributions.

FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.
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