|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
24.74% |
27.17% |
16.58% |
27.98% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
2.11% |
|
|
|
|
|
Wellington Core |
-0.91% |
|
|
|
|
|
PRIMCO GIC |
1.99% |
|
|
|
|
|
Cash |
0.55% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.18% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.41% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
26.27% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
26.45% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
26.46% |
|
|
|
|
JP Morgan Equity Income |
|
25.58% |
|
|
|
|
T. Rowe Price Value |
|
29.21% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
26.44% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
22.69% |
|
|
|
|
Sequoia |
|
27.14% |
|
|
|
|
BlackRock Value Index |
|
25.69% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
25.75% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
29.93% |
|
|
|
Marsico Focus |
|
|
29.04% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
30.73% |
|
|
|
Primecap Odyssey Growth |
|
|
33.16% |
|
|
|
T. Rowe Price Growth Stock |
|
|
30.30% |
|
|
|
iShares Russell Mid Cap Growth ETF |
|
|
28.60% |
|
|
|
BlackRock Growth Index |
|
|
26.12% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
26.22% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
15.39% |
|
|
American Century. Intl. Growth |
|
|
|
18.24% |
|
|
Templeton Instl. Foreign |
|
|
|
16.87% |
|
|
Thornburg Intl Value |
|
|
|
11.96% |
|
|
Dimensional Emerging Markets Value |
|
|
|
-0.44% |
|
|
TCW International Small Cap |
|
|
|
18.78% |
|
|
MFS International Value |
|
|
|
24.22% |
|
|
BlackRock Eafe Index |
|
|
|
13.78% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI EAFE Net Dividend |
|
|
|
20.05% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
35.46% |
|
Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
34.89% |
|
Royce Opportunity |
|
|
|
|
33.39% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
42.60% |
|
Buffalo Small Cap |
|
|
|
|
38.84% |
|
Deutsche Small Cap Value Separate Account |
|
|
|
|
35.41% |
|
Mutual of America Disciplined Small Cap Value |
|
|
|
|
22.96% |
|
Walthausen Small Cap Value |
|
|
|
|
29.27% |
|
BlackRock Small Company Index |
|
|
|
|
31.10% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
30.90% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
6.18% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
4.99% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
11.31% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
10.69% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
17.72% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
16.45% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
21.85% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
20.21% |