Pension Indicator History as of August 31, 2023
| Five-Year Return (Net) | ||||
|---|---|---|---|---|
| Plan Type | Growth | Balanced | LDI Lite | LDI |
| Frozen (for several years) | 3.6% | 2.9% | 1.8% | 0.0% |
| Recently Frozen | 3.8% | 3.1% | 1.9% | 0.3% |
| Ongoing Traditional | 4.2% | 3.2% | 2.1% | 0.4% |
| Cash Balance | 3.8% | 3.0% | 1.8% | 0.2% |
| Return Since Inception (January 1, 2016) (Net) | ||||
| Plan Type | Growth | Balanced | LDI Lite | LDI |
| Frozen (for several years) | 4.2% | 3.4% | 2.4% | 0.8% |
| Recently Frozen | 4.0% | 3.1% | 2.1% | 0.7% |
| Ongoing Traditional | 3.8% | 2.9% | 1.9% | 0.4% |
| Cash Balance | 4.3% | 3.4% | 2.4% | 0.8% |