|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
16.70% |
16.29% |
5.50% |
17.40% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
1.73% |
|
|
|
|
|
Wellington Core |
-2.46% |
|
|
|
|
|
PRIMCO GIC |
1.63% |
|
|
|
|
|
Cash |
0.42% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.15% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.07% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
16.82% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
16.95% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
17.95% |
|
|
|
|
JP Morgan Equity Income |
|
17.13% |
|
|
|
|
T. Rowe Price Value |
|
20.25% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
18.40% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
15.08% |
|
|
|
|
Sequoia |
|
17.96% |
|
|
|
|
BlackRock Value Index |
|
17.44% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
17.53% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
19.41% |
|
|
|
Marsico Focus |
|
|
17.38% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
21.57% |
|
|
|
Primecap Odyssey Growth |
|
|
25.89% |
|
|
|
T. Rowe Price Growth Stock |
|
|
16.26% |
|
|
|
iShares Russell Mid Cap Growth ETF |
|
|
19.26% |
|
|
|
BlackRock Growth Index |
|
|
15.70% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
15.71% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
4.36% |
|
|
American Century Intl. Growth |
|
|
|
6.96% |
|
|
Templeton Instl. Foreign |
|
|
|
6.07% |
|
|
Thornburg Intl. Value |
|
|
|
4.23% |
|
|
Dimensional Emerging Markets Value |
|
|
|
-11.31% |
|
|
TCW International Small Cap |
|
|
|
2.40% |
|
|
MFS International Value |
|
|
|
13.98% |
|
|
BlackRock Eafe Index |
|
|
|
7.47% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI EAFE Net Dividend |
|
|
|
8.15% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
22.48% |
|
Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
21.77% |
|
Royce Opportunity |
|
|
|
|
22.09% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
26.49% |
|
Buffalo Small Cap |
|
|
|
|
25.81% |
|
Deutsche Small Cap Value Separate Account |
|
|
|
|
21.09% |
|
Mutual of America Disciplined Small Cap Value |
|
|
|
|
13.51% |
|
Walthausen Small Cap Value |
|
|
|
|
16.90% |
|
BlackRock Small Company Index |
|
|
|
|
20.19% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
20.03% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
4.11% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
3.04% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
7.82% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
6.94% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
11.25% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
10.37% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
13.51% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
12.77% |