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| Aggregate Investment Performance of Pension Plans with 100 or More Participants 1985-1994 (amounts in millions) | |||||||||
| Year | Investable1/ Assets |
Investment Income2/ |
Appreciation | Total DFE3/ Income |
Total Return4/ |
Total Rate of Return5/ |
Rate of Growth of Investable Assets |
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| Realized | Unrealized | Total | |||||||
| 1985 | $852,433 | $49,936 | $41,170 | $68,007 | $109,177 | $8,042 | $167,155 | 19.6% | - |
| 1986 | 1,007,303 | 55,572 | 65,830 | 15,924 | 81,754 | 2,922 | 140,248 | 13.9 | 18.2% |
| 1987 | 1,118,764 | 58,359 | 49,825 | (58,758) | (8,933) | 1,511 | 50,937 | 4.6 | 11.1 |
| 1988 | 1,135,950 | 47,509 | 13,609 | 30,597 | 44,206 | 49,613 | 141,328 | 12.4 | 1.5 |
| 1989 | 1,268,455 | 12,484 | 23,197 | 38,963 | 62,160 | 67,305 | 141,949 | 11.2 | 11.7 |
| 1990 | 1,395,262 | 49,855 | 1,995 | (16,810) | (14,815) | 13,866 | 48,906 | 3.5 | 10.0 |
| 1991 | 1,411,538 | 49,457 | 15,435 | 73,766 | 89,201 | 108,288 | 246,946 | 17.5 | 1.2 |
| 1992 | 1,658,785 | 45,325 | 9,126 | 30,378 | 39,504 | 61,706 | 146,535 | 8.8 | 17.5 |
| 1993 | 1,808,728 | 45,340 | 15,142 | 30,099 | 45,241 | 93,800 | 184,381 | 10.2 | 9.0 |
| 1994 | 1,961,820 | 43,012 | 1,871 | (10,567) | (8,696) | 22,283 | 56,599 | 2.9 | 8.5 |
| Geometric Mean | 10.3 | 9.7 | |||||||
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1/Average of beginning-of-year and end-of-year levels of all assets except contributions receivable and value of buildings and other property used in plan operations minus one-half of total return. 2/Sum of interest, dividends, rents, and (for years 1985-87) royalties. 3/DFE means direct filing entities including common/collective trusts, pooled separate accounts, master trusts, 103-12 investment entities, and registered investment companies. 4/Sum of investment income, total appreciation, and total DFE income. 5/Total return as a percentage of average investable assets. See note for previous table. |
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