| 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. |
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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 RiskBased 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... Read more »
