This plan was last scanned 8-26-2009 using 12-31-2008 market data. The year over year market data changes have lifted the Balanced portfolio 5yr perfomance to APR = 4.73% AND the employee portfolio now has a modest positive 5yr return APR = 2.15%. The 3D scan image comparisons show a patient portfolio on the mend to use a medical metaphor. That performance
improvement is most evident in the Balanced portfolio asset allocation, there are now 10 funds in the portfolio vs. only 3 last year. Things are looking up.
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