|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
30.99% |
34.97% |
19.72% |
33.78% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
2.49% |
|
|
|
|
|
Wellington Core |
-1.20% |
|
|
|
|
|
PRIMCO GIC |
2.39% |
|
|
|
|
|
Cash |
0.68% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.20% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.37% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
33.33% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
33.55% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
33.87% |
|
|
|
|
JP Morgan Equity Income |
|
31.81% |
|
|
|
|
T. Rowe Price Value |
|
36.98% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
32.97% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
31.09% |
|
|
|
|
Sequoia |
|
34.58% |
|
|
|
|
BlackRock Value Index |
|
32.45% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
32.53% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
37.47% |
|
|
|
Marsico Focus |
|
|
38.11% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
39.32% |
|
|
|
Primecap Odyssey Growth |
|
|
39.30% |
|
|
|
T. Rowe Price Growth Stock |
|
|
38.86% |
|
|
|
Broad Run Mid Cap Growth |
|
|
35.70% |
|
|
|
BlackRock Growth Index |
|
|
33.37% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
33.48% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
17.64% |
|
|
American Century Intl. Growth |
|
|
|
23.09% |
|
|
Templeton Instl. Foreign |
|
|
|
19.51% |
|
|
Thornburg Intl Value |
|
|
|
15.77% |
|
|
DFA Emerging Markets Value |
|
|
|
-3.80% |
|
|
TCW International Small Cap |
|
|
|
22.49% |
|
|
MFS International Value |
|
|
|
28.14% |
|
|
Brandes International Small Cap Equity |
|
|
|
27.40% |
|
|
BlackRock ACWI ex-US IMI Index |
|
|
|
15.08% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI ACWI Ex-US IMI (net) |
|
|
|
15.82% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
43.42% |
|
DFA U.S. Micro Cap Portfolio |
|
|
|
|
45.06% |
|
Royce Opportunity |
|
|
|
|
43.50% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
48.98% |
|
Buffalo Small Cap |
|
|
|
|
44.15% |
|
Deutsche Small Cap Value Separate Account |
|
|
|
|
44.00% |
|
Mutual of America Disciplined Small Cap Value |
|
|
|
|
17.53% |
|
Walthausen Small Cap Value |
|
|
|
|
35.23% |
|
BlackRock Small Company Index |
|
|
|
|
39.07% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
38.82% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
7.50% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
6.07% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
14.09% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
13.44% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
21.83% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
20.53% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
26.88% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
25.15% |