Pension Indicator History as of August 31, 2023

Five-Year Return (Net)
Plan TypeGrowthBalancedLDI LiteLDI
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 TypeGrowthBalancedLDI LiteLDI
 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%

 

Disclosure