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Year-End 2020 Self-Directed 401(k) Balances Up 13% Year-Over-Year Despite Ongoing Volatility and Q1 Market Lows
Charles Schwab 
Mar. 3, 2021 "Average account balances finished the year up 31% compared to the lows they experienced at the end of Q1 2020. The majority of participant assets continue to be held in equities (35%), up from Q4 2019 at 29%. Mutual funds were the second largest holding at 31%, followed by ETFs (18%), cash (14%), and fixed income (2%)." |
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