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3
RS-41492-03
▼ 13% ▲ 2% ▲ 0% ◄ ► 0% ▲ 0% ▼ 2% ▼ 9%
Jan. 2020 175 / 876 Mar. 2020 195 / 1,006 14,631
$53,311 $10,872 Feb. 2020 165 / 801
164
682
5.2
7%
Oct. 2019 308 / 2,282 Nov. 2019 292 / 957 Dec. 2019 163 / 729 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%
$61,098 5.1 681 $10,818 168
7%
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.
