|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
6.01% |
5.57% |
2.86% |
7.13% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
0.91% |
|
|
|
|
|
Wellington Core |
0.65% |
|
|
|
|
|
PRIMCO GIC |
0.98% |
|
|
|
|
|
Cash |
0.64% |
|
|
|
|
|
Dreyfus Cash Mgmt. Instl. |
0.03% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.06% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
6.30% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
6.38% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
5.03% |
|
|
|
|
JP Morgan Large Cap Value (separately managed) |
|
5.02% |
|
|
|
|
CGM Focus |
|
-3.25% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
5.81% |
|
|
|
|
Neuberger Berman Partners |
|
6.57% |
|
|
|
|
T. Rowe Price Value |
|
6.92% |
|
|
|
|
BlackRock Value Index |
|
6.48% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
6.46% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
6.62% |
|
|
|
Turner Mid Cap Growth |
|
|
10.14% |
|
|
|
Marsico Focus |
|
|
4.70% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
7.31% |
|
|
|
Primecap Odyssey Growth |
|
|
6.30% |
|
|
|
T. Rowe Price Growth Stock |
|
|
5.14% |
|
|
|
BlackRock Growth Index |
|
|
6.03% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
6.03% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
2.71% |
|
|
Amer Cent-20th Cent. Int’l Discovery |
|
|
|
3.08% |
|
|
Amer Cent-20th Cent. Int’l Growth |
|
|
|
3.48% |
|
|
Templeton Instl. Foreign |
|
|
|
5.29% |
|
|
Thornburg Intl Value R5 |
|
|
|
4.36% |
|
|
Marsico Intl Opp |
|
|
|
2.03% |
|
|
Dimensional Emerging Markets Value |
|
|
|
0.72% |
|
|
Royce International Value |
|
|
|
4.53% |
|
|
TCW International Small Cap |
|
|
|
0.00% |
|
|
BlackRock Eafe Index |
|
|
|
3.42% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI EAFE Net Dividend |
|
|
|
3.37% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
7.48% |
|
Royce Opportunity |
|
|
|
|
6.71% |
|
Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
8.12% |
|
Third Avenue Sm Cap Value |
|
|
|
|
6.60% |
|
Buffalo Small Cap |
|
|
|
|
5.65% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
9.49% |
|
Lockwell Small Cap |
|
|
|
|
6.26% |
|
BlackRock Small Company Index |
|
|
|
|
8.01% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
7.94% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
1.76% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
1.18% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
2.80% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
2.60% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
4.03% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
3.98% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
4.77% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
4.94% |