


This plan improved year over year and there are now 10 funds in the Balanced portfolio which has a 5yr APR =7.19%. The employee portfiolio on has only 6.5% invested company stock GR and that helped reduce their 5yr return to an APR = 2.79%. The largest single holding in the Balanced portfolio is the Fidelity retirement money market fund, FRTXX in the scan.
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