Pension Indicator History as of January 31, 2024

Five-Year Return (Net)
Plan TypeGrowthBalancedLDI LiteLDI
Frozen (for several years) 4.8% 3.7% 2.5% 0.5%
 Recently Frozen 4.6% 3.7% 2.4% 0.5%
 Ongoing Traditional 4.5% 3.4% 2.1% 0.2%
 Cash Balance 4.9% 3.8% 2.5% 0.6%
Return Since Inception (January 1, 2016) (Net)
Plan TypeGrowthBalancedLDI LiteLDI
 Frozen (for several years) 4.0% 3.1% 2.2% 0.8%
 Recently Frozen 3.6% 2.8% 1.9% 0.5%
 Ongoing Traditional 3.2% 2.3% 1.4% 0.0%
 Cash Balance 4.0% 3.1% 2.2% 0.8%

 

Disclosure