Amount

Units

Year

Source

Estimated Total Assets of 401(k) Plans

3.0

Tril. US$

2007

ICI

Estimated Total Participants in 401(k) Plans

47.0

Million

2007

ICI

Percent of 401(k) Plans Invested in Mutual Funds

54

%

2007

ICI

Note: EBRI estimates that 401(k) plans lost up to 25% of their value in 2008, depending on job tenure.

Interest Rate on 3-Month Treasuries

0.05

%

12/17/2008

FR

Interest Rate on 10-Year Treasuries

2.20

%

12/17/2008

FR

Total Corporate Underwritings, U.S.

3,012.0

Bil. US$

2007

T

Total Corporate Underwritings, U.S.

1,151.1

Bil. US$

Nov-08

T

Total Municipal Bond Underwriting, U.S.

429.3

Bil. US$

2007

T

Total Municipal Bond Underwriting, U.S.

366.7

Bil. US$

Nov-08

T

Total Revenue Bonds

260.9

Bil. US$

Nov-08

T

Total General Obligations

103.9

Bil. US$

Nov-08

T

Total Mutual Fund Assets, U.S.

9,599.6

Bil. US$

Nov-08

ICI

Equity

3,935.4

Bil. US$

Nov-08

ICI

Hybrid

511.4

Bil. US$

Nov-08

ICI

Bond

1,562.7

Bil. US$

Nov-08

ICI

Money Market

3,590.1

Bil. US$

Nov-08

ICI

Average Daily Stock Market Volume

NYSE

2,651.6

Mil. Shares

Nov-08

NYSE

AMEX

573.8

Mil. Shares

Nov-08

AMEX

NASDAQ

2,296.6

Mil. Shares

Nov-08

NASDAQ

Average Daily Value Traded on the Stock Market

NYSE

85.9

Bil. US$

Nov-08

NYSE

NASDAQ

62.1

Bil. US$

Nov-08

NASDAQ

Employment In Companies Involved In Securities,
Commodity Contracts and Investments, U.S.

700.0

Thousand

Nov-08

BLS/PRE

EBRI = Employee Benefits Research Institute

ICI = Investment Company Institute

FR = Board of Governors of the U.S. Federal Reserve

DT = U.S. Department of the Treasury

T = Thomson Financial

BLS = U.S. Bureau of Labor Statistics

PRE = Plunkett Research estimate

Source: Plunkett Research, Ltd.

Plunkett's Investment & Securities Industry Almanac 2009

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