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Aggregate Investment Perfomance of Private Pension Plans
with 100 or More Participants 1985-1997 | |||||||||
| Year | Average Investable 1/ Assets | Investment Income 2/ | Appreciation | Total DFE 3/ Income | Total 4/ | Total Rate of Return 5/ | Growth of Average Investable Assets 6/ | ||
| 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 |
| a | |||||||||
| 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 |
| a | |||||||||
| 1995 | 1,975,258 | 48,331 | 32,145 | 120,317 | 152,462 | 210,447 | 411,240 | 20.8 | 0.7 |
| 1996 | 2,383,830 | 50,844 | 27,349 | 87,761 | 115,110 | 189,439 | 355,393 | 14.9 | 20.7 |
| 1997 | 2,699,052 | 53,862 | 51,788 | 122,825 | 174,613 | 254,663 | 483,138 | 17.9 | 13.2 |
| Geometric mean /7 | 12.0 | 10.1 | |||||||
| 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. |
| 6/ Percentage increase in average investable assets (column 1) from previous year to current year. |
| 7/ The geometric mean computed by adding one to the percentage change for each of the n years, taking the product of the sums, taking the nth root of the product, and subtracting one. |
| SOURCE: Form 5500 series reports filed with the Internal Revenue Service for 1985-97 plan years. |
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