Investment Performance Reporting for Websites & Statements

planDEMOGRAPHICS Analytics: Plan Highlights

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Name: Plan Net Investment vs. Market Value
Overview: This plan analytic shows two important measures of plan performance over time periods... Total net investments made in the plan versus market value of the plan's assets.
PLAN'S NET INVESTMENT VS. MARKET VALUE
Net investment vs. market value of the plan
This chart tracks the net investment history of daily cashflows and how the total value of those investments has changed over the given period. The chart also allows your users to "drill-down" for viewing these same characteristics at the individual fund level, as shown here.

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