This plan Balanced portfolio continues to have high volatility because of company stock NEU which is 7.9% of the portfolio. The employee portfolio has 34% in the stock as shown in the 3D scan image note with employee assets > 5% of the plan. This company is a collection of affiliate companys in the oil and gas industry with high returns and very high volatility. All in all a good plan and the employees continue to invest heavily in company stock. Way too much for a retiree and those near retirement in my opinion.
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