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This page provides links to various financial information.
PERS fund/investments
Current earnings
PERS fund monthly investment returns
Tier One — monthly
Tier Two — monthly
IAP installment payments (retired members)
IAP target-date funds (nonretired members)
IAP earnings (2004-2023)
EPSA Tier One/Tier Two — monthly
EPSA OPSRP — monthly
Variable — monthly
Annual earnings crediting
Actuarial valuations
2023
Previous years
Actuarial presentations and reports
Actuarial equivalency factors
Revised Early Retirement Factor (ERF) effective January 1, 2025
Actuarial Equivalency Factors (AEFs) effective January 1, 2024
Previous AEFs
Annual Comprehensive Financial Reports
Previous years
For best results when viewing the Annual Comprehensive Financial Report as a PDF, open in Acrobat and select “Two-page view” and “Show cover page.”
PERS budgets
Popular Annual Financial Report
Side account information
PERS provides some online publications in .pdf format. To view them, you must have the most recent version of Adobe Reader®. Download the latest version of Adobe Reader®.
In compliance with the Americans with Disabilities Act, PERS will provide these documents in an alternate format upon request. To request this, contact PERS at 888-320-7377 or TTY 503-603-7766.
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