Terms used in official statistics

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Minimum desired rate of return

The mandatory minimum rate of return shall be understood as a rate of return lower by 50% than the weighted average rate of all the open funds established for a given period, or a rate of return 4% points lower than the aforesaid average, whichever is lower.

  • Act of 28 August 1997 on the Organisation and Operation of Pension Funds
    Place of publication: (Dz. U. z 2023 r. poz. 930, z późn. zm.)

Contact person on methodology:
GUS – Departament Studiów Makroekonomicznych i Finansów