BTW, here is the cross-section of investor characteristics from the ICI 2008 Factbook
| Median |
|
|
|
|
| Age of head of household |
48 |
55 |
49 |
50 |
| Household income1 |
$47,100 |
$75,000 |
$74,000 |
$79,700 |
| Household financial assets2 |
$85,000 |
$500,000 |
$175,000 |
$250,000 |
| Percent |
|
|
|
|
Household primary or
co-decisionmaker
for investing: |
|
|
| Married or living with a partner |
62 |
70 |
75 |
79 |
| Widowed |
11 |
13 |
6 |
6 |
| Four-year college degree or more |
29 |
55 |
46 |
45 |
| Employed (full- or part-time) |
62 |
55 |
73 |
71 |
| Retired from lifetime occupation |
28 |
42 |
25 |
29 |
| Household owns: |
|
|
|
|
| IRA(s) |
40 |
78 |
68 |
68 |
| Defined contribution retirement
plan account(s) |
51 |
55 |
76 |
71 |
