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Plan Trend ▲ 10% ▲ 2% ◄ ► 0% ▲ 9% ▲ 2% ▲ 1% ▼ 13% ▲ 6% ▲ 100% ▲ 17% RS-41492-03
12/31/2019 8,643 88% 7% $61,098 5.2 681 7% $10,818 642 75,065
12/31/2018 7,875 82% 7% $56,258 5.1 671 8% $10,231 0 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%
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.

