MetLife 401k (SIP) Plan PSDS Scan 12-31-2010

The MetLife 401k was not helped by company stock MET which has a negative 5yr APR. The Balanced portfolio performance is down year-over-year in part because of a change in bond funds to an index fund AGG in the scan. There were also small changes in 2 category investment options.

Fixed Income - SVF.hpx
Large Cap Growth Index Fund - JKE
Large Cap Equity Index Fund - JKD
Small Cap Equity Fund - JKJ
International Equity Fund - EFA
MetLife Stock Fund - MET
Large Cap Value Fund - IVE
Bond Index Fund - AGG

This is a small below average 401k Plan with a Balanced portfolio 5yr APR of 4.58% and a Sharpe ratio of 1.15. The employee portfolio 5yr APR was 3.54% with a Sharpe ratio of 0.37.