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%