The Mosaic plan has a few more options than in last years scan and all but one option are in the Balanced portfolio. Last year that portfolio had 57.7% of the plan in the stable value fund VRST and this year only 17.6%. Company stock has a very high 5yr return APR = 40.01% with extremely high volatility STD = 152.2%. The employee asset allocation in the 3D scan image has company stock MOS as their largest holding at 21.8% of the portfolio. Too aggressive for a retiree in my opinion. Keep in mind volatility kills compounding but this stock does have a positive 5yr Sharpe ratio inspite of that. Amazing.
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