Pension Indicator History as of March 31, 2024
| Five-Year Return (Net) | ||||
|---|---|---|---|---|
| Plan Type | Growth | Balanced | LDI Lite | LDI |
| Frozen (for several years) | 5.9% | 4.6% | 3.0% | 0.5% |
| Recently Frozen | 6.0% | 4.8% | 3.1% | 0.7% |
| Ongoing Traditional | 6.1% | 4.7% | 3.1% | 0.7% |
| Cash Balance | 6.1% | 4.7% | 3.1% | 0.8% |
| Return Since Inception (January 1, 2016) (Net) | ||||
| Plan Type | Growth | Balanced | LDI Lite | LDI |
| Frozen (for several years) | 4.5% | 3.6% | 2.5% | 0.9% |
| Recently Frozen | 4.2% | 3.2% | 2.2% | 0.6% |
| Ongoing Traditional | 3.8% | 2.8% | 1.8% | 0.2% |
| Cash Balance | 4.6% | 3.5% | 2.5% | 0.9% |