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TABLE E25

Aggregate Investment Performance of Private Pension Plans with 100 or More Participants 1985-95 (amounts in millions)
Year	Average^1/ Investable Assets	Investment Income^2/	Appreciation			Total DFE^3/ Income	Total Return^4/	Total Rate of Return^5/	Growth of Average Investable Assets
Year	Average^1/ Investable Assets	Investment Income^2/	Realized	Unrealized	Total	Total DFE^3/ Income	Total Return^4/	Total Rate of Return^5/	Growth of Average Investable Assets
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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