Pension Indicator History as of June 30, 2024
| Five-Year Return (Net) | ||||
|---|---|---|---|---|
| Plan Type | Growth | Balanced | LDI Lite | LDI |
| Frozen (for several years) | 6.7% | 5.3% | 3.3% | 0.3% |
| Recently Frozen | 7.3% | 5.9% | 3.9% | 0.9% |
| Ongoing Traditional | 7.9% | 6.3% | 4.3% | 1.3% |
| Cash Balance | 7.0% | 5.5% | 3.5% | 0.6% |
| Return Since Inception (January 1, 2016) (Net) | ||||
| Plan Type | Growth | Balanced | LDI Lite | LDI |
| Frozen (for several years) | 4.7% | 3.7% | 2.6% | 0.9% |
| Recently Frozen | 4.5% | 3.5% | 2.4% | 0.7% |
| Ongoing Traditional | 4.2% | 3.2% | 2.1% | 0.4% |
| Cash Balance | 4.8% | 3.7% | 2.6% | 0.9% |