Investor Presentaiton

ONE INVESTMENT Accumulation Function: Portion from investment returns vs cash contributions Interest Years Rate 5 10 15 20 25 30 2.50% 4.9% 10.7% 16.4% 21.7% 26.8% 31.7% 2.75% 5.4% 11.8% 17.9% 23.7% 29.2% 34.3% 3.00% 5.8% 12.8% 19.4% 25.6% 31.4% 36.9% 3.25% 6.3% 13.8% 20.8% 27.4% 33.7% 39.5% 3.50% 6.8% 14.8% 22.3% 29.3% 35.8% 41.9% 3.75% 7.2% 15.7% 23.7% 31.1% 37.9% 44.2% 4.00% 7.7% 16.7% 25.1% 32.8% 40.0% 46.5% 4.25% 8.1% 17.7% 26.5% 34.6% 42.0% 48.7% 4.50% 8.6% 18.6% 27.8% 36.2% 43.9% 50.8% 4.75% 9.1% 19.6% 29.2% 37.9% 45.8% 52.9% 5.00% 9.5% 20.5% 30.5% 39.5% 47.6% 54.8% 5.25% 10.0% 21.4% 31.8% 41.1% 49.4% 56.7% 5.50% 10.4% 22.3% 33.1% 42.6% 51.1% 58.6% 5.75% 10.9% 23.2% 34.3% 44.2% 52.8% 60.4% 6.00% 11.3% 24.1% 35.6% 45.6% 54.4% 62.1% 6.25% 11.7% 25.0% 36.8% 47.1% 56.0% 63.7% 6.50% 12.2% 25.9% 38.0% 48.5% 57.5% 65.3% 6.75% 12.6% 26.8% 39.1% 49.9% 59.0% 66.8% 7.00% 13.1% 27.6% 40.3% 51.2% 60.5% 68.2% 7.25% 13.5% 28.5% 41.4% 52.5% 61.9% 69.6% 7.50% 13.9% 29.3% 42.6% 53.8% 63.2% 71.0% 7.75% 14.3% 30.1% 43.7% 55.1% 64.5% 72.3% 8.00% 14.8% 31.0% 44.8% 56.3% 65.8% 73.5% 8.25% 15.2% 31.8% 45.8% 57.5% 67.0% 74.7% 8.50% 15.6% 32.6% 46.9% 58.7% 68.2% 75.8% 8.75% 16.0% 33.4% 47.9% 59.8% 69.4% 76.9% 9.00% 16.5% 34.2% 48.9% 60.9% 70.5% 78.0% 9.25% 16.9% 35.0% 49.9% 62.0% 71.6% 79.0% Equal amounts invested each year at various interest rates and time periods 55

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