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12/31/2018 Plan Trend 12/31/2019 ▲ 10% 8,643 7,875 ▲ 2% 88% 82% ◄ ► 0% 7% 7% ▲ 9% $61,098 $56,258 ▲ 2% 5.2 5.1 ▲ 1% 681 671 ▼ 13% 7% 8% ▲ 6% $10,818 $10,231 ▲ 100% 642 0 ▲ 17% 75,065 64,153 12/31/2018 eligible – 5726 (does not include extra help) total # contributing – 4669 – 82% 12/31/2019 eligible – 5637 (does not include extra help) total # contributing – 4974 - 88% RS-41492-03 3
Executive Summary
Participant Activity Total Participants Participation Rates: Average Percentage Deferral Rates: Average Percentage Average Account Balance Average Number of Investments Number of Outstanding Loans Percent of Participants With a Loan Average Loan Balance Total Calls to 800# Total Visits to Website Notes 61869-1-San Mateo Deferred Compensation Plan For Advisor and Plan Sponsor use only. Not for use with Plan Participants.
