Your account statements are available on the Participant Portal ( from the Forms & Reports >> Reports page.  To view all existing statements, please be sure to expand the Report Group section by clicking the ">" symbol. There, you can download and examine your quarterly account statements which are automatically generated and posted to your account by the system. You may also generate on-demand statements on this page for a custom period of time (such as year-to-date or inception-to-date). 

Please note that rates of return are updated in monthly increments. If you generate a statement that spans a period outside of whole-month, whole-quarter, or year-to-date increments, rate of return information may not display on your statement. If you wish to examine your rate of return for a custom period, please visit the rate of return page on your Participant Portal from the Performance >> Rate of Return menu, and select the "Custom" tab.