Pension Indicator History as of May 31, 2024

Five-Year Return (Net)
Plan TypeGrowthBalancedLDI LiteLDI
Frozen (for several years) 6.9% 5.4% 3.4% 0.5%
 Recently Frozen 7.4% 5.9% 3.9% 1.0%
 Ongoing Traditional 7.8% 6.1% 4.2% 1.3%
 Cash Balance 7.2% 5.6% 3.6% 0.8%
Return Since Inception (January 1, 2016) (Net)
Plan TypeGrowthBalancedLDI LiteLDI
 Frozen (for several years) 4.6% 3.7% 2.6% 0.9%
 Recently Frozen 4.4% 3.4% 2.3% 0.7%
 Ongoing Traditional 4.2% 3.1% 2.1% 0.4%
 Cash Balance 4.7% 3.7% 2.6% 0.9%

 

Disclosure