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Executive Summary
Participant Activity 9/30/2017
Total Participants 6,784
Participation Rates: Average Percentage 76%
Average Account Balance $63,668
Average Number of Investments 3.4
Number of Outstanding Loans 739
Percent of Participants With a Loan 9%
Average Loan Balance $8,853
Total Calls to 800# 61
Total Visits to Website 12,712
Notes 3Q 2017 eligible – 5654 (does not include extra help)
4Q 2017 eligible – 5680 (does not include extra help)
61869-1 San Mateo Deferred Compensation Plan
For Advisor and Plan Sponsor use only. Not for use with Plan Participants.
