Plan account
What went into the plan’s account and what it earned. Your plan credits your account with this actual return, gains and losses alike.
- Account value
- $453,912
- May 12, 2028
- Put in
- $403,052
- 3 transfers since 2026
- Investment gain
- +$50,860
- +4% so far in 2028
- Floor when paid out
- $720,095
- Pay credits, including 2028’s
Since the plan was funded
Account valueMoney put in
By year
| Year | Put in for the year | Pay credit | Return | Value at year end |
|---|---|---|---|---|
| 2026 | $223,052 | $228,420 | +$1,258 (+0.6%) | $224,310 |
| 2027 | $180,000 | $239,841 | +$32,202 (+11%) | $436,512 |
| 2028 | $0 | $251,833 | +$17,400 (+4%) | $453,912 on May 12, 2028 |
The floor counts this year’s pay credit in full; the rest of this year’s contribution funds it. Returns here are measured from the values we have, weighting each contribution by how long it was invested. The actuary measures the official return each year. The floor only matters when money is paid out.
What it holds · May 12, 2028
- Total US stock market index fund USIDX$249,65255%
- Total international stock index fund INTLX$113,47825%
- Total US bond market index fund BONDX$90,78220%