|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
28.39% |
30.95% |
17.46% |
32.17% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
2.30% |
|
|
|
|
|
Wellington Core |
-0.86% |
|
|
|
|
|
PRIMCO GIC |
2.17% |
|
|
|
|
|
Cash |
0.62% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.19% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.51% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
29.93% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
30.12% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
30.28% |
|
|
|
|
JP Morgan Equity Income |
|
29.32% |
|
|
|
|
T. Rowe Price Value |
|
33.69% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
29.40% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
27.19% |
|
|
|
|
Sequoia |
|
29.83% |
|
|
|
|
BlackRock Value Index |
|
29.20% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
29.25% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
33.84% |
|
|
|
Marsico Focus |
|
|
34.47% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
34.05% |
|
|
|
Primecap Odyssey Growth |
|
|
37.02% |
|
|
|
T. Rowe Price Growth Stock |
|
|
34.07% |
|
|
|
iShares Russell Mid Cap Growth ETF |
|
|
31.36% |
|
|
|
BlackRock Growth Index |
|
|
29.68% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
29.78% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
16.17% |
|
|
American Century Intl. Growth |
|
|
|
20.35% |
|
|
Templeton Instl. Foreign |
|
|
|
18.30% |
|
|
Thornburg Intl Value |
|
|
|
14.45% |
|
|
Dimensional Emerging Markets Value |
|
|
|
-2.85% |
|
|
TCW International Small Cap |
|
|
|
18.11% |
|
|
MFS International Value |
|
|
|
26.04% |
|
|
BlackRock ACWI ex US IMI Index |
|
|
|
13.92% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI EAFE Net Dividend |
|
|
|
20.97% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
40.69% |
|
Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
42.38% |
|
Royce Opportunity |
|
|
|
|
39.50% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
46.57% |
|
Buffalo Small Cap |
|
|
|
|
42.00% |
|
Deutsche Small Cap Value Separate Account |
|
|
|
|
39.81% |
|
Mutual of America Disciplined Small Cap Value |
|
|
|
|
26.52% |
|
Walthausen Small Cap Value |
|
|
|
|
33.49% |
|
BlackRock Small Company Index |
|
|
|
|
36.37% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
36.14% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
6.84% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
5.62% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
12.75% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
12.18% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
19.91% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
18.63% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
24.60% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
22.90% |