401(k) Benchmark

The 2022 Roller Coaster Ends with Positive Gains

The Dow Jones Industrial Average and S&P 500 rose sharply during the fourth quarter — up over 16% and 7.5% respectively. This was in contrast to the previous three quarters of the year when all three major indices declined. The Nasdaq fell slightly in Q4, down...

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2022 Off to a Rough Start for the 401(k) Investor

If the typical 401(k) participant will see a fourth consecutive year of gains, it will require making up for almost a 6% Q1 loss out of the gate. After a relatively steady year of returns in 2021 and three straight years of positive returns, the Mid Atlantic Trust...

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401(k) Balances Returned to Positive Territory for 2020

  After a rollercoaster performance across the 1st half of 2020, the Mid Atlantic Trust Company 401(k) Benchmark delivers a second straight positive quarterly return, which means the hypothetical 401(k) investor now has a positive YTD return for 2020. Following...

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