Breadcrumb Home INTERACTIVE June 24, 2013 01:00 AM DB vs. DC: asset mixes and returns Average asset mix and annual returns of retirement plans by type, 1997-2011. Tweet Share Share Email More Reprints Print Asset mix ReturnsAsset classDBDC DBDCLarge-cap stock29.0%33.0% 5.8%6.4%Small-cap stock6.0%8.0% 7.7%8.2%Foreign stock23.0%7.0% 5.7%7.0%Employer stock0.0%18.0% n/a7.9%Fixed income31.0%11.0% 7.4%6.1%Stable value/GICs0.0%19.0% n/a4.6%Cash2.0%3.0% 3.5%3.1%Real estate, REITs & other real assets4.0%0.0% 9.5%n/aHedge funds2.0%0.0% 7.1%n/aPrivate equity3.0%0.0% 11.9%n/aTotal 7.2%5.8%Asset allocations might not total 100% due to rounding. Source: Defined Contribution Institutional Investment Association Related Articles Don't look to DC as way to address DB funding crisis NIRS study: DB plans still more cost-effective Recommended for You Older public-sector DC participants allocate more assets to stable value Confluence pension plan universe’s Q4 returns sag Mexico, Canada and China account for over 40% of U.S. trade Sponsored White Papers The Growing Imperative for Venture Capital in a Truly Diversified Equities Port… Asset-backed finance: Hiding in plain sight Direct lending: Does borrower size matter? A closer look at risk and returns. Research for Institutional Money Management – December 2024 Global Retirement Outlook: Trends, Opportunities and Market Forces Shaping the … Private Equity and Private-Market Funds in Managed Defined-Contribution Plans View More Sponsored Content Partner Content The Industrialization of ESG Investment For institutional investors, ETFs can make meeting liquidity needs easier Gold: the most effective commodity investment 2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios Ten ways retirement plan professionals add value to plan sponsors Gold: an efficient hedge View More