The Growth of Risk-Based and Target Date Funds

The Growth of Risk-Based and Target Date Funds
  Assets ($ Billions) As a % of all DC Plan Assets1 As a % of Contrib.2
Risk
Based Asset Allocation
Target Date  Total 
2003 $ 45 $ 20 $ 65 2.2% 7.7%
2004 55 35 90 2.7% 9.0%
2005 85 65 150 4.2% 12.8%
2006 120 120 240 6.1% 15.7%
2007 140 195 335 8.0% 20.3%
2008 115 200 315 9.3% 21.7%
2009 135 270 405 9.7% 24.9%
1 Risk-based asset allocation funds and age-based target date funds held in Corporate DC, 403(b) and 457 plans.
2
Hewitt 401(k) Index – Current allocation of participant contributions only in December of each year.
Source: Retirement Research, Inc.