BETTER FINANCIAL PERFORMANCE

Independent financial analysts have studied the financial performance of "100 Best" companies beginning with the publication of the book, The 100 Best Companies to Work For in America (by Robert Levering and Milton Moskowitz, 1984 and 1993), and on an ongoing basis to accompany each of the "100 Best Companies" lists with Fortune since their inception in 1998. Using various profitability indicators, this data illustrates the extent to which the publicly traded 100 Best Companies consistently outperform major stock indices over the ten year periods preceding the publication of the 100 Best lists.

Each of the graphs in this section compares the Investment Returns achieved by the Fortune '100 Best Companies to Work for in USA', the S&P500, and the Russell 3000.

You may find the following notes helpful in interpreting the results shown:

The S & P 500 is one of the most commonly used benchmarks of the overall stock market, and the Russell 3000 is a stock index consisting of the 3000 largest publicly listed U.S. companies, representing about 98% of the total capitalisation of the entire US Stock Market.

The Reset Annually portfolio invests equal dollar amounts (at the beginning of 1998) in the stock of each of the publicly traded companies included among the 1998 100 Best. The portfolio is liquidated at the end of 1998 and the proceeds invested in the 1999 list by buying equal dollar amounts of each publicly traded firm on the 1999 list. This process of liquidating the portfolio at the end of the year and using the proceeds to invest in the new list of 100 Best is repeated for all years covered in the charts.

The Buy and Hold portfolio invests equal dollar amounts (at the beginning of 1998) in the stock of each of the publicly traded companies included among the 1998 100 Best and holds these stocks for all years covered in the charts.


Fortune 100 Best vs. Stock Market 1998 to 2005

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The average annual return of the '100 Best Reset Annually' Portfolio from 1998 to 2005 was three times greater than that of the S&P 500.

(14.75% compared to 4.81% - Please see explanatory notes at the head of this section)

Source: Russell Investment Group. Copyright Great Place to Work® Institute, Inc.

Fortune 100 Best vs. Stock Market 1998 to 2004

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The average annual return of the '100 Best Reset Annually' Portfolio from 1998 to 2004 was three and a quarter times greater than that of the S&P 500.

(15.61% compared to 4.79% - Please see explanatory notes at the head of this section)

Source: Russell Investment Group. Copyright Great Place to Work® Institute, Inc.

Fortune 100 Best vs Stock Market 1998 to 2003

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The average annual return of the '100 Best Reset Annually' Portfolio from 1998 to 2003 was four times greater than that of the S&P 500.

(15.21% compared to 3.81% - Please see explanatory notes at the head of this section)

Source: Russell Investment Group. Copyright Great Place to Work® Institute, Inc.

Fortune 100 Best vs. Stock Market 1998 to 2002

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The average annual return of the '100 Best Reset Annually' Portfolio from 1998 to 2002 was almost eighteen times greater than that of the S&P 500.

(+9.86% compared to -0.56% - Please see explanatory notes at the head of this section)

Source: Russell Investment Group. Copyright Great Place to Work® Institute, Inc.