|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
19.89% |
22.40% |
12.92% |
24.27% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
1.92% |
|
|
|
|
|
Wellington Core |
-1.66% |
|
|
|
|
|
PRIMCO GIC |
1.81% |
|
|
|
|
|
Cash |
0.48% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.17% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.30% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
21.13% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
21.30% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
22.13% |
|
|
|
|
JP Morgan Equity Income |
|
20.78% |
|
|
|
|
T. Rowe Price Value |
|
24.01% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
23.26% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
18.93% |
|
|
|
|
Sequoia |
|
23.36% |
|
|
|
|
BlackRock Value Index |
|
20.42% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
20.47% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
25.48% |
|
|
|
Marsico Focus |
|
|
23.96% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
27.15% |
|
|
|
Primecap Odyssey Growth |
|
|
30.39% |
|
|
|
T. Rowe Price Growth Stock |
|
|
24.10% |
|
|
|
iShares Russell Mid Cap Growth ETF |
|
|
25.32% |
|
|
|
BlackRock Growth Index |
|
|
20.79% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
20.87% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
11.55% |
|
|
American Century Intl. Growth |
|
|
|
14.57% |
|
|
Templeton Instl. Foreign |
|
|
|
12.48% |
|
|
Thornburg Intl. Value |
|
|
|
10.99% |
|
|
Dimensional Emerging Markets Value |
|
|
|
-4.76% |
|
|
TCW International Small Cap |
|
|
|
11.05% |
|
|
MFS International Value |
|
|
|
21.34% |
|
|
BlackRock Eafe Index |
|
|
|
9.83% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI EAFE Net Dividend |
|
|
|
16.14% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
31.42% |
|
Dimensional U.S. Micro Cap Portfolio |
|
|
|
|
30.36% |
|
Royce Opportunity |
|
|
|
|
29.62% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
38.07% |
|
Buffalo Small Cap |
|
|
|
|
34.54% |
|
Deutsche Small Cap Value Separate Account |
|
|
|
|
32.16% |
|
Mutual of America Disciplined Small Cap Value |
|
|
|
|
19.39% |
|
Walthausen Small Cap Value |
|
|
|
|
25.46% |
|
BlackRock Small Company Index |
|
|
|
|
27.87% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
27.69% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
5.20% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
3.92% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
9.48% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
8.53% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
14.93% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
13.33% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
18.44% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
16.58% |