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The University of Oklahoma Human Resources Website

Potential Investment Returns

These tables show the equivalent annuity you would receive under Track A and Track B at various pay levels and investment returns.

If you start working for OU at age 30 and retire at age 62:

Rate of Return

If you participate in:

$30,000

$40,000

$50,000

$60,000

$70,000

6%

Track A

$ 67,728.01

$ 90,847.86

$ 113,967.72

$ 137,087.58

$ 160,207.44

Track B

$ 30,162.30

$ 40,216.40

$ 50,270.50

$ 60,324.60

$ 70,378.70

Track B + Voluntary Plans

$ 58,003.07

$ 76,520.21

$ 95,037.35

$ 113,554.49

$ 132,071.63

7%

Track A

$ 73,937.39

$ 99,783.38

$ 125,629.37

$ 151,475.36

$ 177,321.25

Track B

$ 39,362.99

$ 52,483.99

$ 65,604.99

$ 78,725.99

$ 91,846.98

Track B + Voluntary Plans

$ 75,686.18

$ 99,851.77

$ 124,017.37

$ 148,182.97

$ 172,348.57

8%

Track A

$ 82,013.30

$ 111,420.77

$ 140,828.24

$ 170,235.72

$ 199,643.19

Track B

$ 51,383.00

$ 68,510.67

$ 85,638.34

$ 102,766.00

$ 119,893.67

Track B + Voluntary Plans

$ 98,785.29

$ 130,330.17

$ 161,875.05

$ 193,419.93

$ 224,964.81

 

If you start working at OU at age 30 and leave at age 40:

Rate of Return

If you participate in:

$30,000

$40,000

$50,000

$60,000

$70,000

6%

Track A

$ 18,039.43

$ 24,980.49

$ 31,921.55

$ 38,862.61

$ 45,803.67

Track B

$ 14,737.21

$ 19,649.61

$ 24,562.02

$ 29,474.42

$ 34,386.82

Track B + Voluntary Plans

$ 28,298.78

$ 37,346.20

$ 46,393.62

$ 55,441.04

$ 64,488.46

7%

Track A

$ 21,928.75

$ 30,646.44

$ 39,364.14

$ 48,081.84

$ 56,799.53

Track B

$ 20,733.36

$ 27,644.48

$ 34,555.60

$ 41,466.72

$ 48,377.83

Track B + Voluntary Plans

$ 39,811.96

$ 52,540.51

$ 65,269.07

$ 77,997.62

$ 90,726.17

8%

Track A

$ 27,268.94

$ 38,428.10

$ 49,587.27

$ 60,746.43

$ 71,905.59

Track B

$ 28,973.31

$ 38,631.08

$ 48,288.85

$ 57,946.62

$ 67,604.39

Track B + Voluntary Plans

$ 55,633.13

$ 73,420.33

$ 91,207.53

$ 108,994.73

$ 126,781.93