|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
9.06% |
8.73% |
8.38% |
9.93% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
1.22% |
|
|
|
|
|
Wellington Core |
2.07% |
|
|
|
|
|
PRIMCO GIC |
1.30% |
|
|
|
|
|
Cash |
0.85% |
|
|
|
|
|
Dreyfus Cash Mgmt. Instl. |
0.04% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.50% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
9.46% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
9.55% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
7.18% |
|
|
|
|
JP Morgan Large Cap Value (separately managed) |
|
7.50% |
|
|
|
|
CGM Focus |
|
-3.68% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
8.66% |
|
|
|
|
Neuberger Berman Partners |
|
8.51% |
|
|
|
|
T. Rowe Price Value |
|
9.74% |
|
|
|
|
BlackRock Value Index |
|
9.29% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
9.29% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
9.85% |
|
|
|
Turner Mid Cap Growth |
|
|
12.66% |
|
|
|
Marsico Focus |
|
|
7.30% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
10.05% |
|
|
|
Primecap Odyssey Growth |
|
|
11.95% |
|
|
|
T. Rowe Price Growth Stock |
|
|
7.74% |
|
|
|
BlackRock Growth Index |
|
|
9.52% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
9.58% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
7.96% |
|
|
Amer Cent-20th Cent. Int’l Discovery |
|
|
|
9.80% |
|
|
Amer Cent-20th Cent. Int’l Growth |
|
|
|
10.95% |
|
|
Templeton Instl. Foreign |
|
|
|
11.12% |
|
|
Thornburg Intl Value R5 |
|
|
|
10.24% |
|
|
Marsico Intl Opp |
|
|
|
6.46% |
|
|
Dimensional Emerging Markets Value |
|
|
|
4.31% |
|
|
Royce International Value |
|
|
|
7.56% |
|
|
TCW International Small Cap |
|
|
|
n/a |
|
|
BlackRock Eafe Index |
|
|
|
9.67% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI EAFE Net Dividend |
|
|
|
9.54% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
9.78% |
|
Royce Opportunity |
|
|
|
|
7.86% |
|
Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
9.94% |
|
Third Avenue Sm Cap Value |
|
|
|
|
9.27% |
|
Buffalo Small Cap |
|
|
|
|
8.47% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
12.53% |
|
Lockwell Small Cap |
|
|
|
|
7.96% |
|
BlackRock Small Company Index |
|
|
|
|
10.84% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
10.79% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
2.68% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
2.29% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
4.02% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
4.07% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
6.16% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
6.47% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
7.35% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
7.95% |