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Executive Summary

61869-1-San Mateo County Deferred Compensation Plan

Participant Statistics

3/31/2022 6/30/2022 Plan Trend

Total participants 9,792 9,910 p 1%

Participation rates: average percentage 97% 99% p 2%

Average account balance $68,376 $60,481 q 12%

Average number of investments 4.8 5.0 p 4%

Number of outstanding loans 620 623 p 0%

Percent of participants with a loan 6% 6% t u 0%
Average loan balance $11,839 $11,956 p 0%

Total calls to 800# 151 168 p 11%

Total visits to website 13,724 12,623 q 8%

Notes:

1Q 2022 eligible - 5,405 (does not include extra help); total # contributing - 5,240 - 97%
2Q 2022 eligible - 5,323 (does not include extra help); total # contributing - 5,277 - 99%

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.
RO1583135