In the last three years the Weatherford 401k Balanced portfolio 5yr APR has risen from 4.43% to 5,.44% and this year to 6.08%. The improvement was not driven by company stock WFT although a little of the stock is in the portfolio. This is a pretty volatile stock. Also, the Plan investment options have changed little. All this is an indication of a good plan with several equity investment options having rising Sharpe ratios. At the same time the stable value fund, VRST in the scan, has shrunk from 70% to 43% to 25% of Plan. Another positive 401k performance indicator.
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