Pension Indicator History as of June 30, 2024

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

 

Disclosure