planDEMOGRAPHICS Analytics: Plan Performance

Max, Min & Median Returns, Cumulative Historical Performance, Personal Rate of Return vs. Participant Age, Plan Performance, Personal Rate of Return Ranges, Personal Rate of Return vs. Account Balance

Name:	Max, Min & Median Returns
Overview:	This table and floating bar chart is designed to give sponsors a quick snapshot of the maximum, minimum and median personal rate of return achieved by all participants in the plan.

MAX, MIN AND MEDIAN RETURNS ACHIEVED IN THE PLAN

Maximum, Minimum and Median Returns Achieved in the Plan

Median Personal Rate of Return is the rate at which 50% of participants had a higher return (than the median) and the other 50% had a lower return.

These plan returns can be calculated for any time period. The "Count" column indicates the total number of participant accounts surveyed for determining max, min and median PRRs each period.