| HORIZON™ Back-Tested Plan True Investment Average Annual
Return (AAR)* Through 4/15/2024 |
|||||||||||
| Plan Name (Click to see investment choices) |
Plan Type[1] | 12/29/23
(YTD) |
1/13/23
(1-YR+) |
1/8/21 (3-YR+) |
1/4/19 (5-YR+) |
12/30/16
(7-YR+) |
1/10/14
(10-YR+) |
Since Inception[3] |
Plan Performance History |
Level of Effort[4] |
Fund/Brokerage
Contact # |
| Benchmark Investments (Balanced Funds, Best Target Date Fund) | |||||||||||
| Fidelity Asset Manager (70%/30%) | - | 3.3% | 11.6% | 3.5% | 9.6% | 8.2% | 6.8% | 6.5% | - | - | |
| Vanguard Balanced Index (60%/40%) | - | 3.2% | 13.2% | 3.9% | 9.4% | 8.3% | 7.7% | 7.4% | - | - | |
| Vanguard Wellesley Income (40%/60%) | - | (0.6%) | 2.5% | 1.5% | 5.4% | 4.8% | 5.1% | 6.8% | - | - | |
| Fidelity Freedom® 2040 | - | 5.0% | 14.8% | 4.7% | 11.2% | 9.8% | 8.0% | 5.2% | - | - | |
| Fidelity Freedom® 2020 | - | 1.6% | 7.5% | 1.0% | 6.5% | 5.9% | 5.0% | 6.2% | - | - | |
| HORIZON™ Average | - | 6.0% | 15.9% | 4.5% | 9.3% | 8.8% | 12.5% | 12.5% | Details | - | |
| Employer Retirement Plans (e.g., 401(k), 403(b)) | |||||||||||
| Accenture—All Funds | P | 6.3% | 17.2% | 4.7% | 9.3% | 9.5% | 12.0% | 12.0% | Details | E | |
| Accenture—Unrestricted | P | 2.8% | 12.7% | 4.3% | 8.1% | 7.6% | 12.3% | 12.3% | Details | E | |
| ADP | P | 6.4% | 16.7% | 5.7% | 10.4% | 9.9% | 10.8% | 10.8% | Details | E | |
| Aon Corporation | P | 5.3% | 14.9% | 6.0% | 8.3% | 7.7% | 12.4% | 12.4% | Details | E | |
| Bank of America | P | 6.7% | 19.9% | 6.6% | 9.7% | 9.3% | 9.9% | 9.9% | Details | E | |
| Baylor College of Medicine | P | 8.4% | 18.3% | 3.9% | 9.3% | 8.5% | 13.5% | 13.5% | Details | E | |
| CCH | P | 7.5% | 17.5% | 5.1% | 8.4% | 7.5% | 11.0% | 11.0% | Details | E | |
| Centier Bank 401(k) Plan | P | 4.5% | 14.6% | 4.0% | 7.0% | 6.5% | 12.1% | 12.1% | Details | E | |
| Chicago Deferred Compensation Plan | P | 6.5% | 15.8% | 4.1% | 8.4% | 7.5% | 11.1% | 11.1% | Details | E | |
| Coca-Cola | P | 4.1% | 11.5% | 1.3% | 5.8% | 5.9% | 10.9% | 10.9% | Details | E | |
| Coca-Cola Bottlers Assn | P | 5.4% | 15.4% | 4.9% | 9.9% | 9.8% | 13.7% | 13.7% | Details | E | |
| Dell Technologies | P | 3.1% | 8.6% | 2.0% | 5.9% | 5.6% | 10.8% | 10.8% | Details | E | |
| Equitable Series A | P | 7.0% | 17.7% | 4.8% | 8.8% | 8.3% | 13.7% | 13.7% | Details | E | |
| Ernst & Young | P | 6.9% | 21.7% | 7.1% | 13.0% | 12.8% | 13.7% | 13.7% | Details | E | |
| FedEx Corporation | P | 3.2% | 11.4% | 2.8% | 7.4% | 7.4% | 10.7% | 10.7% | Details | E | |
| Genentech | P | 5.0% | 14.5% | 3.3% | 10.5% | 9.0% | 11.1% | 11.1% | Details | E | |
| Halock Security Labs | P | 5.8% | 14.5% | 5.8% | 9.2% | 8.1% | 11.8% | 11.8% | Details | E | |
| Hill-Rom | P | 7.2% | 15.3% | 5.4% | 8.5% | 8.1% | 13.0% | 13.0% | Details | E | |
| IBM Corp. | P | 2.8% | 13.2% | 0.8% | 6.2% | 5.6% | 7.6% | 7.6% | Details | E | |
| Insperity | P | 7.0% | 16.7% | 5.7% | 8.0% | 7.5% | 11.0% | 11.0% | Details | E | |
| Jones Lang LaSalle | P | 2.5% | 14.1% | 3.3% | 11.4% | 11.0% | 13.5% | 13.5% | Details | E | |
| KPMG | P | 4.1% | 10.5% | 0.7% | 5.6% | 5.3% | 13.2% | 13.2% | Details | E | |
| Kronos | P | 7.4% | 16.8% | 6.5% | 8.5% | 8.5% | 11.8% | 11.8% | Details | E | |
| Ladenburg Savings Plan | P | 5.7% | 14.2% | 4.3% | 7.5% | 7.3% | 11.0% | 11.0% | Details | E | |
| McKesson Corporation | P | 5.7% | 15.2% | 7.3% | 11.2% | 9.8% | 11.1% | 11.1% | Details | E | |
| Mead Johnson | P | 6.0% | 16.2% | 7.1% | 12.5% | 10.4% | 10.8% | 10.8% | Details | E | |
| Merck & Co., Inc. | P | 5.2% | 14.2% | 4.3% | 7.6% | 7.4% | 10.0% | 10.0% | Details | E | |
| Michigan ORS Plan | P | 4.1% | 16.0% | 6.1% | 10.1% | 8.5% | 11.6% | 11.6% | Details | E | |
| Microsoft | P | 9.1% | 21.6% | 3.2% | 11.2% | 10.1% | 12.4% | 12.4% | Details | E | |
| National Express | P | 5.0% | 14.4% | (0.3%) | 5.2% | 5.8% | 11.8% | 11.8% | Details | E | |
| NetApp | P | 5.4% | 16.6% | 4.4% | 9.3% | 8.7% | 11.5% | 11.5% | Details | E | |
| Oracle Corporation | P | 7.3% | 18.5% | 5.5% | 11.4% | 11.0% | 11.9% | 11.9% | Details | E | |
| PayPal | P | 3.9% | 16.3% | 6.0% | 9.4% | 8.9% | 10.9% | 10.9% | Details | E | |
| Simple Truth | P | 4.0% | 11.6% | 5.1% | 9.8% | 8.6% | 11.8% | 11.8% | Details | E | |
| Sirius Computer Solutions, Inc. | P | 5.3% | 15.5% | 3.7% | 8.7% | 7.5% | 10.3% | 10.3% | Details | E | |
| St. of Connecticut | P | 5.1% | 17.3% | 4.9% | 8.2% | 8.3% | 9.4% | 9.4% | Details | E | |
| The Travelers Companies, Inc. | P | 4.9% | 13.1% | 4.3% | 8.8% | 7.7% | 11.1% | 11.1% | Details | E | |
| TIAA | M | 4.6% | 15.3% | 3.4% | 7.7% | 7.3% | 7.9% | 7.9% | Details | E | 800-842-2252 |
| TIAA--Illinois RSP | M | 6.4% | 22.7% | 13.4% | 13.9% | 12.3% | 10.5% | 10.5% | Details | E | 800-842-2252 |
| Underwriters Laboratories | P | 5.4% | 16.0% | 7.8% | 12.8% | 10.6% | 13.3% | 13.3% | Details | E | |
| United Health Care Group | P | 2.9% | 9.6% | 1.3% | 6.3% | 5.6% | 10.7% | 10.7% | Details | E | |
| US Foods | P | 3.7% | 12.1% | 1.0% | 5.8% | 4.8% | 11.3% | 11.3% | Details | E | |
| VMWare | P | 6.0% | 16.1% | 4.6% | 8.9% | 7.8% | 11.0% | 11.0% | Details | E | |
| Voya--Illinois RSP | P | 2.6% | 9.9% | 2.5% | 8.5% | 8.3% | 10.6% | 10.6% | Details | E | |
| Wells Fargo & Company | P | 5.0% | 16.2% | 1.7% | 8.4% | 8.1% | 12.1% | 12.1% | Details | E | |
| Mutual Fund Investments (e.g., IRA, non-retirement) | |||||||||||
| American Funds | M | 7.9% | 18.9% | 7.8% | 8.5% | 8.6% | 11.4% | 11.4% | Details | E | 800-421-9923 |
| Fidelity Choice Series A | M | 9.4% | 20.2% | 7.7% | 11.3% | 10.1% | 10.1% | 10.1% | Details | E-M | 800-343-3548 |
| Fidelity Choice Series S1 | M | 8.8% | 15.5% | 4.4% | 9.4% | 7.8% | 13.2% | 13.2% | Details | E-M | 800-343-3548 |
| Franklin Templeton Series 2 | M | 5.7% | 13.3% | 0.6% | 7.8% | 6.2% | 11.6% | 11.6% | Details | M | 800-527-2020 |
| Janus Choice Series A | M | 6.1% | 14.1% | 4.1% | 8.6% | 9.0% | 13.9% | 13.9% | Details | ? | Closed |
| T Rowe Price Series D | M | 12.1% | 27.0% | 5.4% | 10.5% | 10.9% | 15.9% | 15.9% | Details | E | 855-389-9474 |
| Vanguard Choice Series B | M | 2.9% | 8.7% | (0.3%) | 7.8% | 7.9% | 12.0% | 12.0% | Details | E | 800-523-9442 |
| ETF Investments (e.g., IRA, non-retirement) | |||||||||||
| E*TRADE ETF Choice Series B | E | 0.1% | 11.3% | 3.2% | 9.1% | 8.0% | 10.9% | 10.9% | Details | M | 800-387-2331 |
| Fidelity ETF Series A | E | 3.4% | 11.4% | 2.4% | 6.9% | 6.3% | 11.9% | 11.9% | Details | M | 800-343-3548 |
| Merrill ETF Series A | P | 2.2% | 11.6% | 2.8% | 8.1% | 7.3% | 9.8% | 9.8% | Details | E | |
| Schwab ETF Choice Series A | E | 1.8% | 11.9% | 3.6% | 7.1% | 5.8% | 11.5% | 11.5% | Details | M | 866-855-9102 |
| Schwab ETF Choice Series T | E | 2.1% | 10.9% | 6.0% | 10.8% | 9.0% | 13.0% | 13.0% | Details | M | 800-454-9272 |
| Vanguard ETF Choice Series A | E | 2.9% | 10.0% | 0.9% | 7.1% | 6.6% | 11.6% | 11.6% | Details | M | 800-523-9442 |
| * The performance data given represents past performance and should not be considered indicative of future results. | |||||||||||
| Notes | |||||||||||
| [1] M = Mutual fund family, E = ETF Provider/Brokerage, P = Employer Sponsored Retirement Plan | |||||||||||
| [2] Shaded cells represent ABOVE AVERAGE performance for indicated period | |||||||||||
| [3] All inception dates are 1/1/1997, except IBM (1/1/2004), E*TRADE, Schwab and Ameritrade ETF Series (1/1/2003) | |||||||||||
| [4] Estimate of time required to do a reallocation: E = Less than 10 minutes, M = Less than 30 minutes, H = Less than 60 minutes, NA = Handled by a third party | |||||||||||
| [5] Fidelity Freedom Funds Used for comparison. "Best" chosen to be the fund with the highest annual performance in the year prior to the start of the period. | |||||||||||