Pension Indicator History as of February 29, 2024

Five-Year Return (Net)
Plan TypeGrowthBalancedLDI LiteLDI
Frozen (for several years) 5.3% 4.1% 2.7% 0.5%
 Recently Frozen 5.2% 4.1% 2.7% 0.5%
 Ongoing Traditional 5.1% 3.9% 2.5% 0.3%
 Cash Balance 5.4% 4.2% 2.8% 0.7%
Return Since Inception (January 1, 2016) (Net)
Plan TypeGrowthBalancedLDI LiteLDI
 Frozen (for several years) 4.5% 3.5% 2.5% 0.9%
 Recently Frozen 4.2% 3.2% 2.2% 0.6%
 Ongoing Traditional 3.8% 2.8% 1.8% 0.2%
 Cash Balance 4.5% 3.5% 2.5% 0.9%

 

Disclosure