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2Q 2020 eligible – 5520 (does not include extra help) total # contributing – 4923 – 89%
3Q 2020 eligible – 5467 (does not include extra help) total # contributing – 4908 – 90%
6/30/2020 Plan Trend 9/30/2020 ▲ 0% 8,923 8,859 1% 90% 89% ▲ 5% $62,280 $59,412 ▲ 4% 5.4 5.2 ▼ 4% 615 640 ◄ ► 0% 7% 7% ▲ 4% $11,481 $11,073 ▲ 10% 153 139 July - 185 / 904 April - 159 / 823 August - 200 / 1,084 May - 158 / 775 September - 180 / 900 June - 176 / 1,059 ▲ 17% 15,132 12,970 RS-41492-03 3
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 and Plan Sponsor use only. For Advisor and Plan Sponsor use only. Not for use with Plan Participants.
