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TABLE E25

Aggregate Investment Performance of Private Pension Plans with 100 or More Participants
1985-95

(amounts in millions)
Year Average1/
Investable
Assets
Investment
Income2/
Appreciation Total DFE3/
Income
Total
Return4/
Total Rate
of
Return5/
Growth of
Average
Investable
Assets
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
1995 1,975,258 48,331 32,145 120,317 152,462 210,447 411,240 20.8 0.7
Geometric Mean 11.2 9.7

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 trust, 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.

SOURCE: Form 5500 series reports filed with the Internal Revenue Service for 1985-95 plan years.

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