History of Group 4 Retirement Gain-share Values
Group 4 members and retirees receive gain-share when the five-year average investment return on the ERS Retirement Trust Fund exceeds 4%. ERS calculates the gain-share by subtracting 4% from the five-year average return percentage and dividing the difference by 2. Gain-share is applied to members’ retirement accounts and as a permanent annuity increase for retirees. Learn more about gain-share for members and retirees.
Fiscal Year (Ending Aug. 31) | Five-year Average of Annual Investment Returns | Gain-share |
---|---|---|
2023 | 7.53% | 1.77% |