Proposed Provision: Invest 15 percent of the OASDI Trust Fund in equities (phased in 2016-2025), assuming an ultimate 6.4 percent annual real rate of return on equities.

OASDI Trust Fund Ratio
(assets as a percentage of annual expenditures)

Year Present Law Provision
2015308308
2016298298
2017280280
2018264264
2019248249
2020233235
2021219221
2022204207
2023189193
2024173178
2025157164
2026142149
2027126135
2028110119
202994104
20307787
20316070
20324253
20332334
2034415
2035-16-4
2036-36-25
2037-57-45
2038-78-67
2039-100-89
2040-122-111
2041-144-133
2042-166-156
2043-189-179
2044-211-203
2045-234-227
2046-257-251
2047-280-275
2048-303-300
2049-327-325
2050-351-350
2051-375-376
2052-398-402
2053-423-428
2054-447-455
2055-472-482
2056-496-510
2057-522-538
2058-548-567
2059-574-596
2060-601-627
2061-629-658
2062-657-689
2063-685-722
2064-714-755
2065-744-789
2066-774-823
2067-804-859
2068-835-895
2069-867-931
2070-899-969
2071-932-1007
2072-965-1047
2073-1000-1088
2074-1035-1130
2075-1072-1174
2076-1110-1219
2077-1148-1265
2078-1188-1313
2079-1228-1362
2080-1268-1411
2081-1309-1461
2082-1350-1511
2083-1391-1562
2084-1432-1613
2085-1472-1664
2086-1514-1716
2087-1555-1768
2088-1597-1822
2089-1640-1876
2090-1683-1932
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