The USG 401k Plan was not helped by company stock UGS which had a very negative 5yr APR = -23.68% and high volatility. Even Berkshire Hathaway has been selling some its shares in the company. The Plan Balanced portfolio has a 5yr APR = 5.65% and a positive Sharpe ratio of 1.76 thanks mostly to PTTRX, PGBOX and a money market fund CJLXX. Its another lifeboat portfolio and this one has an anchor evident in the 3D scan image. This is not a bad 401k plan and it has a few good income investment options.
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