Interestingly, looking at the performance over the last 10 years (the most the company's site will give me...), the company stock (both common stock, which a small portion of my own contributions has been going into, as well as the company match ESOP) have the highest average annual rate of return at about 10.5%. The only options that have a annual rate of return higher over the previous 3-year & 5-year periods are the Large US Equity Fund (S&P 500) and the Small US Equity Stock Fund- and those are only a percent or so higher over the 3- and 5-year period. The full date from the performance table is below- hopefully it's halfway readable!
Current Price Cumulative Prior Qtr Prior 12 3 years 5 years 10 years
2011-present Months
Your Personal Rate of Return N/A 59.47% 6.77% 4.66% 18.18% N/A N/A
Fund Rate of Return
"LIS Bond Sub-Fund (PDF, 191 KB)" $10.57 N/A 1.81% 5.91% 2.56% 4.52% 4.62%
"LIS Equity Sub-Fund (PDF, 193 KB)" $15.51 N/A 1.04% 4.49% 15.76% 10.98% 6.87%
"Secure Income Sub-Fund (PDF, 191 KB)" $13.09 N/A 1.73% 4.28% 9.64% 7.96% 4.98%
"Target Retirement 2005 Fund (PDF, 205 KB)" $12.46 24.35% 0.47% 3.20% 6.60% N/A N/A
"Target Retirement 2010 Fund (PDF, 205 KB)" $12.83 28.10% 0.54% 3.53% 7.88% N/A N/A
"Target Retirement 2015 Fund (PDF, 205 KB)" $13.20 31.85% 0.61% 3.84% 9.25% N/A N/A
"Target Retirement 2020 Fund (PDF, 205 KB)" $13.55 35.52% 0.76% 4.17% 10.74% N/A N/A
"Target Retirement 2025 Fund (PDF, 205 KB)" $13.86 38.72% 0.95% 4.48% 12.23% N/A N/A
"Target Retirement 2030 Fund (PDF, 205 KB)" $14.15 41.79% 1.14% 4.76% 13.40% N/A N/A
"Target Retirement 2035 Fund (PDF, 205 KB)" $14.30 43.43% 1.22% 4.85% 14.12% N/A N/A
"Target Retirement 2040 Fund (PDF, 205 KB)" $14.41 44.64% 1.25% 4.86% 14.54% N/A N/A
"Target Retirement 2045 Fund (PDF, 205 KB)" $14.44 44.95% 1.31% 4.97% 14.58% N/A N/A
"Target Retirement 2050 Fund (PDF, 206 KB)" $14.44 44.99% 1.31% 4.97% 14.58% N/A N/A
"Target Retirement 2055 Fund (PDF, 206 KB)" $14.42 44.74% 1.29% 4.94% 14.57% N/A N/A
"Income Fund (PDF, 160 KB)" $157.13 14.99% 0.87% 3.37% 3.45% 3.58% 4.57%
"Transitional Money Market (PDF, 21 KB)" $142.75 0.30% 0.00% 0.00% 0.05% N/A N/A
"Government/Credit Bond Fund (PDF, 191 KB)" $11.77 16.74% 1.82% 5.98% 2.66% 4.50% 4.66%
"Equity Fund (S&P 500) (PDF, 193 KB)" $61.33 77.92% 4.92% 13.64% 20.38% 15.41% 7.67%
"Small Company Stock Fund (PDF, 193 KB)" $43.89 68.31% 6.41% 7.49% 20.65% 16.41% 8.23%
"International Equity Fund (PDF, 188 KB)" $22.28 20.67% -3.62% -4.70% 11.24% 5.28% 4.49%
"Emerging Markets Equity Fund (PDF, 188 KB)" $9.16 -9.33% -4.72% -2.77% 3.77% 1.35% 7.97%
"Inflation Sensitive Assets Fund (PDF, 28 KB)" $9.83 N/A -1.91% N/A N/A N/A N/A
"Multi-Market Risk Parity Fund (PDF, 28 KB)" $10.19 N/A -0.08% N/A N/A N/A N/A
"Common Stock Fund (PDF, 160 KB)" $76.25 58.36% 9.20% 3.11% 18.40% 12.87% 10.47%
"ESOP (PDF, 160 KB)" $25.68 59.29% 9.35% 3.14% 18.73% 13.05% 10.60%