The Ameron 401k Plan Balanced portfolio changed little year-over-year. It has a 5yr APR of 5.96% with a Sharpe ratio of 1.35. The 3 largest holdings are the stable value fund SVF.hpx in the scan, the bond fund PTTRX and the retirement income fund VTINX. The largest holdings of the employee portfolio are the same except the retirement income fund is replaced by the mid cap equity fund MCMFX. The difference is probably a reflection of participant age, near retirement versus mid career. The 3D scan image shows this in the similar portfolio APR's but higher volatility in the employee portfolio. A good plan and a good stock the last 5 years.
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