The Total View - (Page 32) Fast Fact 2006 Investment Selection by Compensation $76+K 10% 6% 13% 47% 15% 4% 5% Over 70% of participants with a single investment had retirement funds directed to $75K 13% 6% 18% 41% 12% 7% 3% $50K 18% 8% 17% 40% 11% 2% 4% equity investment options, followed by just under 22% in money market investments and 6% in Other $30K 20% 8% 20% 36% 10% 3% 3% $15K 19% 7% 21% 36% 10% 3% 4% $10K 18% 6% 18% 42% 11% 2% 3% Stable Bond Balanced/Asset Allocation Domestic Stock International Stock Real Estate fixed investments. 2006 Investment Selection by Participant Age 65+ 22% 8% 13% 37% 9% 7% 4% 50-64 15% 7% 16% 41% 11% 6% 4% 35-49 10% 6% 15% 46% 13% 6% 4% < 35 9% 6% 19% 44% 15% 3% 4% Highly compensated employees had a greater percentage of assets invested in domestic and international stock investment options. Non highly compensated employees invested more in stable investment options and balanced/asset allocation investment options. 401(k) Plans by Number of Investment Options Used 70% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 62.5% 60% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 56.1% 52.8% 50% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 40% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 31.3% 28.8% 30% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 24.7% 20% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 12.3% 11.2% 8.7% 10% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 3.6% 3.9% 4.1% 0% –––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 1-7 8-10 11-15 16+ 2004 2005 2006 On average, nearly 18 investment options were used in plans with The Principal. 32
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