Trustees Reports- 1996

Table II.F14. - Comparison of Summarized Income Rates and Cost Rates for 25-Year Subperiods 1/, by Trust Fund and Alternative, Calendar Years 1996-2070
[As a percentage of taxable payroll]

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                     OASI                    DI                 Combined
            ---------------------  ---------------------  ---------------------
             Income   Cost   Bal-   Income   Cost   Bal-   Income   Cost   Bal-
 Subperiod     rate   rate   ance     rate   rate   ance     rate   rate   ance
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Intermediate:
 1996-2020..  10.92  10.68   0.24     1.81   1.95  -0.14    12.74  12.63   0.11
 2021-2045..  11.27  14.61  -3.35     1.84   2.28   -.44    13.10  16.89  -3.79
 2046-2070..  11.41  15.68  -4.27     1.85   2.43   -.59    13.26  18.11  -4.86
Low Cost:
 1996-2020..  10.89   9.66   1.23     1.81   1.58    .23    12.70  11.24   1.45
 2021-2045..  11.14  12.21  -1.06     1.83   1.65    .17    12.97  13.86   -.89
 2046-2070..  11.19  11.61   -.42     1.83   1.66    .17    13.02  13.27   -.25
High Cost:
 1996-2020..  10.96  11.75   -.79     1.82   2.40   -.58    12.78  14.15  -1.37
 2021-2045..  11.42  17.43  -6.01     1.85   3.08  -1.23    13.27  20.51  -7.24
 2046-2070..  11.74  21.73  -9.99     1.87   3.54  -1.68    13.61  25.28 -11.67
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1/ Income rates do not include beginning trust fund balances and cost rates do
not include the cost of accumulating target trust fund balances.
Note: Totals do not necessarily equal the sums of rounded components.