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$61,098 ▼ 13% $53,311 ▲ 2% 5.2 5.1 ▲ 0% 682 681 ◄ ► 0% 7% 7% ▲ 0% $10,872 $10,818 ▼ 2% 164 168 Jan. 2020 175 / 876 Oct. 2019 308 / 2,282 Feb. 2020 165 / 801 Nov. 2019 292 / 957 Mar. 2020 195 / 1,006 Dec. 2019 163 / 729 ▼ 9% 14,631 16,131 4Q 2019 eligible – 5637 (does not include extra help) total # contributing – 4975 – 88% 1Q 2020 eligible – 5068 (does not include extra help) total # contributing – 5544 – 91% RS-41492-03 3
Executive Summary
Participant Activity 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 Useage Unique Users / Total Visits 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.
