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Plan Trend ▲ 2% 1% ▲ 8% ▲ 6% ▼ 1% ▼ 14% ▼ 0% ▼ 13% ▲ 4% RS-41492-03
12/31/2020 9,112 91% $67,095 5.5 607 6% $11,447 133 October - 205 / 944 November - 192 / 1,109 December - 197 / 1,211 15,768
3Q 2020 eligible – 5467 (does not include extra help) total # contributing – 4908 – 90%
4Q 2020 eligible – 5461 (does not include extra help) total # contributing – 4996 – 91%
9/30/2020 8,923 90% $62,280 5.2 615 7% $11,481 153 July - 185 / 904 August - 200 / 1,084 September - 180 / 900 15,132
Not for use with Plan Participants.
Executive Summary
Participant Activity Total Participants Participation 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# Mobile App Unique Users/Total Sessions Total Visits to Website Notes 61869-1-San Mateo County Deferred Compensation Plan For Financial Professional an
