Pension Indicator History as of April 30, 2023
Five-Year Return (Net) | ||||
---|---|---|---|---|
Plan Type | Growth | Balanced | LDI Lite | LDI |
Frozen (for several years) | 2.9% | 2.3% | 1.4% | -0.1% |
Recently Frozen | 2.9% | 2.3% | 1.3% | 0.0% |
Ongoing Traditional | 2.9% | 2.2% | 1.3% | -0.1% |
Cash Balance | 3.0% | 2.3% | 1.4% | 0.0% |
Return Since Inception (January 1, 2016) (Net) | ||||
Plan Type | Growth | Balanced | LDI Lite | LDI |
Frozen (for several years) | 3.6% | 2.9% | 2.1% | 0.8% |
Recently Frozen | 3.2% | 2.5% | 1.7% | 0.5% |
Ongoing Traditional | 2.8% | 2.0% | 1.3% | 0.0% |
Cash Balance | 3.6% | 2.8% | 2.0% | 0.7% |