Pension Indicator History as of February 29, 2024
Five-Year Return (Net) | ||||
---|---|---|---|---|
Plan Type | Growth | Balanced | LDI Lite | LDI |
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 Type | Growth | Balanced | LDI Lite | LDI |
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% |