This scan is for a 5yr period ending 2/28/2009 not 12/31/2008. It is a small plan with no stable value fund but a money market fund and a company stock AZZ with a 5yr APR just over 30%. It produced an unusal Balanced portfolio with 30.6% of the plan in company stock and the rest in the money market fund MCMXX. We live in interesting times. It appears that the employee portfolio may have been spooked by the rapid decline in everything going on in Q4 2008 and Q1 2009. They had only 2.2% invested in company stock.
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