What is the Personal Rate of Return (PRR) that appears on my account statement?
Your account statement includes a “Personal Rate of Return” that represents the aggregate performance of all the investment options you have selected in the Plan. The time period covers the past 12 months or the life of your account, whichever is shorter. The calculation factors in all activity affecting your account, such as contributions, withdrawals, transfers between investment options, and Plan fees. Investing for retirement is generally a long-term prospect – don’t be tempted to shift money between funds based on a single year’s results. Rather, consider your investment objective, time horizon, risk tolerance, and personal financial situation before making changes to your investment portfolio. Remember, investing involves market risk, including possible loss of principal. Past performance is not a guarantee of future results.
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