Oregon Public Employees Retirement System Tier One Earnings Crediting Rates (Percent)*
|
|---|
| Year | * Rates below are used for retirements effective the first of the month.
|
|---|
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Final |
|---|
| 2023 | 0.00
| 0.58
| 1.11
| | | | | | | | | | |
|---|
| 2022 | 0.00 | 0.58
|
1.11 | 1.70
| 2.26
| 2.85
| 3.42
| 4.00
| 4.59
| 5.16
| 5.74
| 6.31
| |
|---|
2021
| 0.00 | 0.61 | 1.16
| 1.77
| 2.36
| 2.97
| 3.57
| 4.18
| 4.79 | 5.38 | 5.99
| 6.58 |
7.20 |
|---|
2020
| 0.00 | 0.60 | 1.18 | 1.79 | 2.38 | 2.99 | 3.58
| 4.19 | 4.80
| 5.39
| 6.00 | 6.59 |
7.20 |
|---|
| 2019 | 0.00 | 0.61 | 1.16 | 1.77 | 2.36 | 2.97 | 3.57 | 4.18 | 4.79 | 5.38 | 5.99 | 6.58 | 7.20 |
|---|
| 2018 | 0.00 | 0.61 | 1.16 | 1.77 | 2.36 | 2.97 | 3.57 | 4.18 | 4.79 | 5.38 | 5.99 | 6.58 |
7.20 |
|---|
| 2017 | 0.00 | 0.63 | 1.21 | 1.84 | 2.46 | 3.10 | 3.71 | 4.35 | 4.99 | 5.60 | 6.24 | 6.86 |
7.50 |
|---|
| 2016 | 0.00 | 0.63 | 1.22 | 1.86 | 2.47 | 3.11 | 3.72 | 4.36 | 5.00 | 5.61 | 6.25 | 6.86 |
7.50 |
|---|
| 2015 | 0.00 | 0.65 | 1.25 | 1.91 | 2.54 | 3.20 | 3.84 | 4.50 | 5.15 | 5.79 | 6.45 | 7.09 |
7.75 |
|---|
| 2014 | 0.00 | 0.65 | 1.25 | 1.91 | 2.54 | 3.20 | 3.84 | 4.50 | 5.15 | 5.79 | 6.45 | 7.09 |
7.75 |
|---|
| 2013 | 0.00 | 0.67 | 1.29 | 1.97 | 2.63 | 3.30 | 3.96 | 4.64 | 5.32 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2012 | 0.00 | 0.67 | 1.31 | 1.98 | 2.64 | 3.32 | 3.97 | 4.65 | 5.33 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2011 | 0.00 | 0.67 | 1.29 | 1.97 | 2.63 | 3.30 | 3.96 | 4.64 | 5.32 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2010 | 0.00 | 0.67 | 1.29 | 1.97 | 2.63 | 3.30 | 3.96 | 4.64 | 5.32 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2009 | 0.00 | 0.67 | 1.29 | 1.97 | 2.63 | 3.30 | 3.96 | 4.64 | 5.32 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2008 | 0.00 | 0.67 | 1.31 | 1.98 | 2.64 | 3.32 | 3.97 | 4.65 | 5.33 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2007 | 0.00 | 0.67 | 1.29 | 1.97 | 2.63 | 3.30 | 3.96 | 4.64 | 5.32 | 5.98 | 6.66 | 7.32 |
7.97 |
|---|
| 2006 | 0.00 | 0.67 | 1.29 | 1.97 | 2.63 | 3.30 | 3.96 | 4.64 | 5.32 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2005 | 0.00 | 0.67 | 1.29 | 1.97 | 2.63 | 3.30 | 3.96 | 4.64 | 5.32 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2004 | 0.00 | 0.67 | 1.31 | 1.97 | 2.64 | 3.32 | 3.97 | 4.65 | 5.33 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2003 | 0.00 | 0.67 | 1.29 | 1.97 | 2.63 | 3.30 | 3.96 | 4.64 | 5.32 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2002 | 0.00 | 0.67 | 1.29 | 1.97 | 2.63 | 3.30 | 3.96 | 4.64 | 5.32 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2001 | 0.00 | 0.67 | 1.75 | 1.97 | 2.63 | 3.30 | 3.96 | 4.64 | 5.32 | 5.98 | 6.66 | 7.32 |
8.00 |
|---|
| 2000 | 0.00 | 0.67 | 1.31 | 1.98 | 3.54 | 3.32 | 3.97 | 4.65 | 5.33 | 6.82 | 6.66 | 7.32 |
8.00 |
|---|
| Year | Actual Tier One Earnings Available for Crediting (Percent) |
|---|
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Final |
|---|
| 1.79
| | | | | | | | | | | | |
|---|
2022
| -1.32
| -0.85
| 1.11
| -0.48
| 0.63
| -1.55
| -0.29
| -1.70
| -4.66
| -3.41
| -1.05
| -1.89
| |
|---|
2021
| 0.28
| 2.38
| 5.25
| 8.16 | 11.30
| 11.75
| 13.22 | 16.88 | 15.77
| 17.64 | 18.77 | 20.22
|
20.14
|
|---|
2020
| -0.24 | -2.48 | -7.28 | -5.15 | -5.38 | -4.66
| -2.54
| 0.33
| -0.18
| -0.35
| 5.52 | 7.21 |
7.18
|
|---|
| 2019 | 3.00 | 3.83 | 4.50 | 6.01 | 5.07 | 7.78 | 8.18 | 8.71 | 9.57 | 10.54 | 11.95 | 13.29 |
13.27 |
|---|
| 2018 | 1.87 | 0.50 | 0.55 | 0.91 | 1.99 | 1.64 | 2.98 | 4.45 | 4.40 | 1.28 | 2.43 | 0.20 | 0.23 |
|---|
| 2017 | 1.04 | 2.26 | 2.96 | 4.81 | 6.44 | 7.16 | 8.73 | 9.86 | 10.91 | 12.36 | 14.23 | 15.12 |
15.23 |
|---|
| 2016 | -2.86 | -2.95 | 0.77 | 1.65 | 1.69 | 2.39 | 5.43 | 4.75
| 5.65 | 4.53 | 4.87 | 7.12 | 7.15 |
|---|
| 2015 | -0.35 | 1.99 | 2.34 | 3.36 | 3.48 | 2.76 | 2.91 | -0.05 | -0.11 | 3.05 | 2.75 | 1.88 |
1.87 |
|---|
| 2014 | -1.47 | 0.74 | 2.81 | 2.97 | 4.40 | 6.37 | 5.53 | 6.69 | 6.16 | 6.79 | 7.58 | 7.25 |
7.24 |
|---|
| 2013 | 1.88 | 2.03 | 4.19 | 5.92 | 5.58 | 5.23 | 7.47 | 6.33 | 10.06 | 12.31 | 13.16 | 16.02 |
15.62 |
|---|
| 2012 | 2.79 | 5.15 | 6.68 | 6.52 | 2.73 | 6.76 | 7.82 | 8.73 | 10.68 | 10.47 | 11.29 | 14.45 |
14.68 |
|---|
| 2011 | 0.84 | 2.44 | 4.83 | 7.11 | 6.49 | 7.47 | 7.12 | 3.34 | 0.20 | 4.84 | 3.36 | 2.21 |
2.21 |
|---|
| 2010 | -1.43 | -0.78 | 2.25 | 3.32 | -1.19 | -1.02 | 2.71 | 1.43 | 6.42 | 8.48 | 7.59 | 12.65 |
12.44 |
|---|
| 2009 | -3.02 | -7.14 | -8.51 | -2.93 | 2.18 | 0.70 | 5.78 | 8.40 | 13.37 | 12.86 | 15.39 | 19.13 |
19.12 |
|---|
| 2008 | -3.99 | -4.09 | -5.00 | -1.82 | -0.84 | -5.19 | -6.72 | -7.69 | -14.35 | -23.96 | -27.01 | -27.21 |
-27.18 |
|---|
| 2007 | 0.74 | 0.83 | 2.17 | 4.62 | 7.72 | 7.81 | 6.64 | 6.81 | 10.58 | 13.05 | 10.26 | 10.10 |
10.22 |
|---|
| 2006 | 2.99 | 2.71 | 4.54 | 6.79 | 4.10 | 4.92 | 5.43 | 7.31 | 9.25 | 11.77 | 13.89 | 15.50 |
15.57 |
|---|
| 2005 | -1.25 | 1.17 | -0.17 | -1.32 | 2.07 | 3.36 | 6.29 | 7.24 | 9.58 | 7.60 | 10.53 | 13.16 |
13.74 |
|---|
| 2004 | 1.71 | 3.13 | 3.78 | 1.93 | 2.49 | 3.88 | 2.18 | 3.38 | 5.29 | 7.11 | 10.79 | 13.91 |
13.80 |
|---|
| 2003 | -1.54 | -2.49 | -1.73 | 3.40 | 7.94 | 9.42 | 10.54 | 12.69 | 13.95 | 18.49 | 20.21 | 23.30 |
23.79 |
|---|
| 2002 | -0.52 | -1.07 | 0.77 | -0.05 | -0.13 | -3.37 | -8.05 | -7.27 | -12.70 | -9.35 | -6.09 | -8.22 |
-8.93 |
|---|
| 2001 | 1.75 | -2.75 | -5.76 | -3.21 | -2.51 | -4.74 | -5.33 | -7.13 | -11.82 | -9.89 | -8.27 | -7.36 |
-7.17 |
|---|
| 2000 | -2.53 | 1.93 | 3.93 | 0.99 | 1.36 | 4.85 | 3.73 | 7.53 | 4.67 | 3.25 | -2.60 | 0.23 |
0.63 |
|---|
Per OAR 459-007-0003, any year-to-date calculation used to credit earnings to Tier One member accounts shall be a pro-rate of the assumed interest rate and cannot be greater unless and until the conditions in ORS 238.255 have been met.