This plan had 22.4% of the Balanced portfolio in company stock CEPH last year and only 2.4% this year. The stock had a very bad 2009 which is why volatility is such a big risk for retirees. If you have many years left it is not as important a risk factor but still a risk factor. The plan had a good year and there are 14 funds in the Balanced portfolio this year. The employee portfolio had a positive 5yr APR = 3.33% with a positve 5yr Sharpe ratio. Vanguard is the plan Trustee.
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