This 401k continues to be helped by company stock RRC and the Balanced portfolio invested 5.4% in the stock which is volatile. The employee portfolio invested 41.3% in the stock. That is too much for a retiree and most others. Many plans limit company stock holdings to 20% or less. The stable value fund SVF.hpx in the scan is the largest holding in the Balanced portfolio and second largest in the employee portfolio. All in all a good plan with an above average 5yr APR of 6.23% with a Sharpe ratio of 1.68.
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