------------------------------------------------------------------------------- Net Fund Trust fund Expen- increase at end ------------------- Calendar year Income ditures in fund of year Amount1/ Ratio2/ ------------------------------------------------------------------------------- 1995 3/ $399.5 $339.8 $59.7 $496.1 $436.4 128 Intermediate: 1996....... 424.9 354.6 70.3 566.4 496.1 140 1997....... 444.3 372.7 71.6 638.0 566.4 152 1998....... 468.1 391.3 76.8 714.8 638.0 163 1999....... 492.6 411.8 80.8 795.6 714.8 174 2000....... 519.7 434.1 85.6 881.2 795.6 183 2001....... 548.8 458.2 90.6 971.8 881.2 192 2002....... 580.2 484.5 95.8 1,067.5 971.8 201 2003....... 614.7 513.0 101.7 1,169.3 1,067.5 208 2004....... 651.0 543.9 107.1 1,276.4 1,169.3 215 2005....... 691.3 577.0 114.2 1,390.6 1,276.4 221 Low Cost: 1996....... 426.9 353.6 73.3 569.4 496.1 140 1997....... 452.7 369.2 83.5 652.9 569.4 154 1998....... 481.4 385.4 96.1 749.0 652.9 169 1999....... 513.0 403.1 109.9 858.9 749.0 186 2000....... 547.0 421.9 125.1 983.9 858.9 204 2001....... 583.5 442.0 141.5 1,125.4 983.9 223 2002....... 621.1 463.0 158.1 1,283.5 1,125.4 243 2003....... 660.0 485.0 175.0 1,458.5 1,283.5 265 2004....... 701.3 508.5 192.9 1,651.3 1,458.5 287 2005....... 746.7 533.6 213.1 1,864.4 1,651.3 309 High Cost: 1996....... 421.2 355.7 65.5 561.6 496.1 139 1997....... 428.2 374.7 53.5 615.1 561.6 150 1998....... 456.5 394.8 61.7 676.8 615.1 156 1999....... 480.2 426.7 53.5 730.3 676.8 159 2000....... 499.7 458.6 41.0 771.3 730.3 159 2001....... 528.7 490.2 38.5 809.9 771.3 157 2002....... 561.4 525.9 35.5 845.4 809.9 154 2003....... 594.2 563.6 30.6 876.0 845.4 150 2004....... 626.5 604.0 22.5 898.5 876.0 145 2005....... 661.5 647.1 14.4 912.9 898.5 139 1/ Represents assets at beginning of year. 2/ Represents amounts shown in preceding column as a percentage of expenditures during the year. See text concerning interpretation of these ratios. 3/ Figures for 1995 represent actual experience. 4/ Under the high cost alternative, the DI Trust Fund would be depleted in 2005, when assets would become insufficient to pay benefits on time. Thus, figures shown for the combined trust funds under the high cost alternative for 2005 are theoretical. See text for details. Note: Totals do not necessarily equal the sums of rounded components.
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