| The following chart illustrates the distribution of investments in the 403(b) market as of
December 31st of each year. The numbers represent billions of dollars invested. |
|
2005 |
2006 |
2007 |
2008 |
2009 |
| Total invested |
$607 |
$652 |
$692 |
$612 |
$711 |
| Fixed annuity |
$279 |
(46%) |
$293 |
(45%) |
$311 |
(45%) |
$328 |
(54%) |
$343 |
(48%) |
| Variable annuity |
$206 |
(34%) |
$222 |
(34%) |
$235 |
(34%) |
$174 |
(28%) |
$226 |
(32%) |
| Mutual funds |
$122 |
(20%) |
$137 |
(21%) |
$146 |
(21%) |
$110 |
(18%) |
$143 |
(20%) |
| Public K-12 |
$156 |
(26%) |
$168 |
(26%) |
$178 |
(26%) |
$157 |
(26%) |
$183 |
(26%) |
| Private K-12 |
$44 |
(7%) |
$47 |
(7%) |
$50 |
(7%) |
$44 |
(7%) |
$51 |
(7%) |
| Higher education |
$266 |
(44%) |
$287 |
(44%) |
$305 |
(44%) |
$273 |
(44%) |
$313 |
(44%) |
| Healthcare |
$117 |
(19%) |
$126 |
(19%) |
$133 |
(19%) |
$116 |
(19%) |
$137 |
(19%) |
| Other |
$24 |
(4%) |
$25 |
(4%) |
$27 |
(4%) |
$23 |
(4%) |
$27 |
(4%) |
|
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