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Plan Trend ▲ 3% ▲ 4% ▼ 3% ▲ 2% ▲ 2% ◄ ► 0% ▲ 3% 9% ▲ 6% RS-41492-03
9/30/2019 8,537 90% $58,375 5.2 670 7% $10,512 156 20,584
6/30/2019 8,265 86% $59,881 5.1 654 7% $10,241 143 19,475 2Q 2019 eligible – 5631 (does not include extra help) total # contributing – 4866 – 86% 3Q 2019 eligible – 5641 (does not include extra help) total # contributing – 5104 – 90%
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# 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.
