This plan was not helped by company stock TTI which has a 5yr APR = -4.90%. It is an oil and gas services company that is recovering from the recession. It had a good 2010 and is up 27.4% YTD in 2011. The Balanced portfolio is a lifeboat portfolio with the 3 largest holdings being the stable value fund, the bond fund PTTRX and the money market fund PRRXX. The 3 largest holdings in the employee portfolio are company stock TTI (17.4%), the stable value fund (13.3%) and the Dreyfus mid cap index fund PESPX (11.2%). This is a good 401k plan but with only average performance the last 5 years.
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