|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
4.74% |
2.35% |
3.03% |
-0.95% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
0.88% |
|
|
|
|
|
Wellington Core |
1.22% |
|
|
|
|
|
PRIMCO GIC |
0.86% |
|
|
|
|
|
Cash |
0.33% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.05% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.47% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
4.25% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
4.32% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
4.66% |
|
|
|
|
JP Morgan Equity Income |
|
4.73% |
|
|
|
|
T. Rowe Price Value |
|
6.53% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
5.72% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
3.57% |
|
|
|
|
Sequoia |
|
1.68% |
|
|
|
|
BlackRock Value Index |
|
5.35% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
5.52% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
2.28% |
|
|
|
Marsico Focus |
|
|
2.90% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
5.32% |
|
|
|
Primecap Odyssey Growth |
|
|
2.88% |
|
|
|
T. Rowe Price Growth Stock |
|
|
0.44% |
|
|
|
Broad Run Mid Cap Growth |
|
|
-1.96% |
|
|
|
BlackRock Growth Index |
|
|
4.03% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
4.28% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
2.76% |
|
|
American Century Intl. Growth |
|
|
|
0.99% |
|
|
Templeton Instl. Foreign |
|
|
|
3.83% |
|
|
Thornburg Intl Value |
|
|
|
-3.65% |
|
|
DFA Emerging Markets Value |
|
|
|
4.02% |
|
|
TCW International Small Cap |
|
|
|
3.62% |
|
|
MFS International Value |
|
|
|
5.05% |
|
|
Brandes International Small Cap Equity |
|
|
|
8.33% |
|
|
BlackRock ACWI ex-US IMI Index |
|
|
|
4.08% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI ACWI Ex-US IMI (net) |
|
|
|
3.96% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
-3.08% |
|
DFA U.S. Micro Cap Portfolio |
|
|
|
|
-2.76% |
|
Royce Opportunity |
|
|
|
|
-0.84% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
-8.43% |
|
Buffalo Small Cap |
|
|
|
|
-10.42% |
|
Deutsche Small Cap Value Separate Account |
|
|
|
|
-2.04% |
|
Mutual of America Disciplined Small Cap Value |
|
|
|
|
-0.14% |
|
Walthausen Small Cap Value |
|
|
|
|
1.23% |
|
BlackRock Small Company Index |
|
|
|
|
-1.97% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
-2.02% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
1.50% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
1.28% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
2.32% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
2.25% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
1.93% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
2.48% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
1.54% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
2.40% |