Trustees Reports- 1996

Table II.F15. - Comparison of Summarized Income Rates and Cost Rates for Valuation Periods 1/, by Trust Fund and Alternative, Calendar Years 1996-2070
[As a percentage of taxable payroll]

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                     OASI                    DI                 Combined
            ---------------------  ---------------------  ---------------------
 Valuation   Income   Cost   Bal-   Income   Cost   Bal-   Income   Cost   Bal-
  period       rate   rate   ance     rate   rate   ance     rate   rate   ance
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Intermediate:
 25-years:
  1996-2020.  11.67  11.15   0.52     1.87   2.03  -0.16    13.54  13.18   0.36
 50-years:
  1996-2045.  11.49  12.61  -1.12     1.86   2.13   -.27    13.35  14.74  -1.39
 75-years:
  1996-2070.  11.47  13.33  -1.85     1.85   2.20   -.34    13.33  15.52  -2.19
Low Cost:
 25-years:
  1996-2020.  11.59  10.07   1.52     1.87   1.64    .23    13.46  11.71   1.75
 50-years:
  1996-2045.  11.40  10.96    .44     1.85   1.64    .21    13.25  12.59    .65
 75-years:
  1996-2070.  11.35  11.09    .25     1.84   1.64    .20    13.19  12.73    .46
High Cost:
 25-years:
  1996-2020.  11.73  12.29   -.56     1.88   2.51   -.63    13.61  14.79  -1.18
 50-years:
  1996-2045.  11.59  14.53  -2.94     1.87   2.75   -.88    13.46  17.28  -3.82
 75-years:
  1996-2070.  11.63  16.23  -4.61     1.87   2.93  -1.06    13.50  19.16  -5.67
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1/ Income rates include beginning trust fund balances and cost rates include 
the cost of accumulating a target trust fund balance equal to 100 percent of
annual expenditures by the end of the period.
Note: Totals do not necessarily equal the sums of rounded components.