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Plan Trend ▲ 0% 1% ▲ 5% ▲ 4% ▼ 4% ◄ ► 0% ▲ 4% ▲ 10% ▲ 17% RS-41492-03
9/30/2020 8,923 90% $62,280 5.4 615 7% $11,481 153 July - 185 / 904 August - 200 / 1,084 September - 180 / 900 15,132
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 8,859 89% $59,412 5.2 640 7% $11,073 139 April - 159 / 823 May - 158 / 775 June - 176 / 1,059 12,970
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.
