Pension Indicator History as of April 30, 2023

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

 

Disclosure