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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 40 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

$ 34,256.92

$ 45,882.86

$ 57,508.79

$ 69,134.73

$ 80,760.67

Track B

$ 13,529.30

$ 18,039.07

$ 22,548.83

$ 27,058.60

$ 31,568.37

Track B + Voluntary Plans

$ 26,002.94

$ 34,308.81

$ 42,614.67

$ 50,920.53

$ 59,226.39

7%

Track A

$ 36,281.62

$ 48,810.57

$ 61,339.53

$ 73,868.48

$ 86,397.44

Track B

$ 16,576.99

$ 22,102.65

$ 27,628.31

$ 33,153.97

$ 38,679.63

Track B + Voluntary Plans

$ 31,858.14

$ 42,035.03

$ 52,211.92

$ 62,388.80

$ 72,565.69

8%

Track A

$ 38,719.52

$ 52,338.89

$ 65,958.25

$ 79,577.61

$ 93,196.98

Track B

$ 20,257.12

$ 27,009.49

$ 33,761.86

$ 40,514.24

$ 47,226.61

Track B + Voluntary Plans

$ 38,927.90

$ 51,364.09

$ 63,800.27

$ 76,236.45

$ 88,672.63

 

If you start working for OU at age 40 and leave at age 50:

Rate of Return

If you participate in:

$30,000

$40,000

$50,000

$60,000

$70,000

6%

Track A

$ 13,740.45

$ 18,723.42

$ 23,706.39

$ 28,689.36

$ 33,672.33

Track B

$ 8,128.66

$ 10,838.21

$ 13,547.77

$ 16,257.32

$ 18,966.88

Track B + Voluntary Plans

$ 15,608.87

$ 20,599.19

$ 25,589.51

$ 30,579.83

$ 35,570.15

7%

Track A

$ 15,219.51

$ 20,878.74

$ 26,537.98

$ 32,197.21

$ 37,856.44

Track B

$ 10,411.04

$ 13,881.39

$ 17,351.74

$ 20,822.09

$ 24,292.44

Track B + Voluntary Plans

$ 19,991.17

$ 26,382.68

$ 32,774.19

$ 39,165.71

$ 45,557.22

8%

Track A

$ 17,061.74

$ 23,564.02

$ 30,066.30

$ 36,568.58

$ 43,070.85

Track B

$ 13,256.32

$ 17,675.09

$ 22,093.87

$ 26,512.64

$ 30,931.41

Track B + Voluntary Plans

$ 25,454.14

$ 33,592.41

$ 41,730.69

$ 49,868.96

$ 58,007.24