Iron Mountain 401k Plan PSDS Scan 12-31-2009

The Iron Mountain plan was not helped by company stock IRM which has been down 3 of the last 5 years. The plan Balanced portfolio however has a nice 5yr return APR = 5.31% with a Sharpe ratio of 1.44 thanks to the stable value fund and PTTRX. The employee portfolio does not have much money in company stock only 1.1% but their asset allocation produced much more volatility than the Balanced portfolio.