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TABLE E25

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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