|
Fixed Income |
Large Cap Value |
Large Cap Growth |
Foreign |
Small Company |
Portfolio |
|
|
|
|
|
|
|
Morningstar Averages for the Universe |
n/a |
10.70% |
11.26% |
-1.60% |
1.52% |
n/a |
|
|
|
|
|
|
|
Stable Value Option |
1.97% |
|
|
|
|
|
Wellington Core |
2.66% |
|
|
|
|
|
PRIMCO GIC |
2.00% |
|
|
|
|
|
Cash |
0.73% |
|
|
|
|
|
BlackRock Instl. Money Market Fund |
0.10% |
|
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
BC 1-3 yr. Govt./Treas. |
0.89% |
|
|
|
|
|
|
|
|
|
|
|
|
Equity Index Option (BlackRock US Equity Index) |
|
|
12.41% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 3000 |
|
|
12.56% |
|
|
|
|
|
|
|
|
|
|
Value Stock Option |
|
11.65% |
|
|
|
|
JP Morgan Equity Income |
|
13.36% |
|
|
|
|
T. Rowe Price Value |
|
12.85% |
|
|
|
|
Goldman Sachs Mid Value Instl. |
|
12.83% |
|
|
|
|
Neuberger Berman Large Cap Value |
|
10.24% |
|
|
|
|
Sequoia |
|
8.16% |
|
|
|
|
BlackRock Value Index |
|
12.57% |
|
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Price Driven (1000 Value) |
|
12.76% |
|
|
|
|
|
|
|
|
|
|
|
Growth Stock Option |
|
|
12.44% |
|
|
|
Marsico Focus |
|
|
13.67% |
|
|
|
Wellington Mid Cap Opportunities |
|
|
11.65% |
|
|
|
Primecap Odyssey Growth |
|
|
15.33% |
|
|
|
T. Rowe Price Growth Stock |
|
|
10.23% |
|
|
|
Broad Run Mid Cap Growth |
|
|
8.40% |
|
|
|
BlackRock Growth Index |
|
|
13.46% |
|
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell Earnings Growth (1000 Growth) |
|
|
14.24% |
|
|
|
|
|
|
|
|
|
|
International Stock Option |
|
|
|
-1.67% |
|
|
American Century Intl. Growth |
|
|
|
-1.16% |
|
|
Templeton Instl. Foreign |
|
|
|
-3.72% |
|
|
Thornburg Intl Value |
|
|
|
-1.26% |
|
|
DFA Emerging Markets Value |
|
|
|
0.24% |
|
|
TCW International Small Cap |
|
|
|
-7.02% |
|
|
MFS International Value |
|
|
|
3.97% |
|
|
Brandes International Small Cap Equity |
|
|
|
-0.16% |
|
|
BlackRock ACWI ex-US IMI Index |
|
|
|
-0.68% |
|
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
MSCI ACWI Ex-US IMI (net) |
|
|
|
-0.60% |
|
|
|
|
|
|
|
|
|
Diversified Small Company Stock Option |
|
|
|
|
-1.18% |
|
DFA U.S. Micro Cap Portfolio |
|
|
|
|
-0.43% |
|
Royce Opportunity |
|
|
|
|
-3.47% |
|
Brown Capital Mgmt. Small. Co. Instl. |
|
|
|
|
1.25% |
|
Buffalo Small Cap |
|
|
|
|
-7.50% |
|
Deutsche Small Cap Value Separate Account |
|
|
|
|
-2.16% |
|
Mutual of America Disciplined Small Cap Value |
|
|
|
|
2.33% |
|
Walthausen Small Cap Value |
|
|
|
|
1.97% |
|
BlackRock Small Company Index |
|
|
|
|
2.17% |
|
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Russell 2000 Total |
|
|
|
|
1.99% |
|
|
|
|
|
|
|
|
Retirement Model Portfolio |
|
|
|
|
|
3.32% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Retirement Composite Index |
|
|
|
|
|
2.58% |
|
|
|
|
|
|
|
Conservative Model Portfolio |
|
|
|
|
|
6.04% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Conservative Composite Index |
|
|
|
|
|
5.60% |
|
|
|
|
|
|
|
Moderate Model Portfolio |
|
|
|
|
|
5.99% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Moderate Composite Index |
|
|
|
|
|
6.38% |
|
|
|
|
|
|
|
Aggressive Model Portfolio |
|
|
|
|
|
5.45% |
|
|
|
|
|
|
|
Benchmark |
|
|
|
|
|
|
Aggressive Composite Index |
|
|
|
|
|
6.42% |