403B Planning Sheet Varying Annual Return and Employee Percent Invested

Future Employee
Name Dawn Olsen Years
Value Investment Annual Return in Left Column and Employee Percent Invested in Top Row
Annual Income $125,215.00 $173,901.17 $80,137.60 $173,901.17 4.00% 5.00% 6.00% 7.00% 8.00% 9.00% 10.00% 11.00%
Employee Percent Invested 8.00% 5 97,115.47 50,086.00 4.00% 94,260.63 98,285.85 102,533.17 107,016.10 111,749.03 116,747.26 122,027.09 127,605.84
Employer Match 5.00% 10 234,788.82 100,172.00 4.50% 106,043.21 110,571.59 115,349.82 120,393.12 125,717.66 131,340.67 137,280.48 143,556.57
Total Percent Invested 13.00% 15 429,958.03 150,258.00 5.00% 117,825.79 122,857.32 128,166.47 133,770.13 139,686.29 145,934.08 152,533.86 159,507.30
Expected Annual Return 7.00% 20 706,634.84 200,344.00 5.50% 123,717.08 129,000.18 134,574.79 140,458.63 146,670.60 153,230.78 160,160.55 167,482.67
Years Employed 8 25 1,098,858.88 250,430.00 6.00% 129,608.37 135,143.05 140,983.11 147,147.14 153,654.92 160,527.49 167,787.25 175,458.03
Monthly Contribution 30 1,654,885.57 300,516.00 6.50% 135,499.66 141,285.92 147,391.44 153,835.65 160,639.23 167,824.19 175,413.94 183,433.40
Employee $834.77 35 2,443,123.06 350,602.00 7.00% 141,390.94 147,428.78 153,799.76 160,524.15 167,623.55 175,120.90 183,040.63 191,408.76
Employer $521.73 40 3,560,548.44 400,688.00 7.50% 147,282.23 153,571.65 160,208.08 167,212.66 174,607.86 182,417.60 190,667.33 199,384.13
Total $1,356.50 8.00% 153,173.52 159,714.51 166,616.41 173,901.17 181,592.18 189,714.30 198,294.02 207,359.49
Future Value $173,901.17 8.50% 159,064.81 165,857.38 173,024.73 180,589.67 188,576.49 197,011.01 205,920.71 215,334.86
9.00% 164,956.10 172,000.25 179,433.05 187,278.18 195,560.80 204,307.71 213,547.41 223,310.22
9.50% 170,847.39 178,143.11 185,841.37 193,966.69 202,545.12 211,604.42 221,174.10 231,285.59
10.00% 176,738.68 184,285.98 192,249.70 200,655.19 209,529.43 218,901.12 228,800.79 239,260.95
10.50% 182,629.97 190,428.84 198,658.02 207,343.70 216,513.75 226,197.82 236,427.49 247,236.32
11.00% 188,521.26 196,571.71 205,066.34 214,032.21 223,498.06 233,494.53 244,054.18 255,211.68
11.50% 194,412.55 202,714.58 211,474.67 220,720.71 230,482.38 240,791.23 251,680.87 263,187.05
12.00% 200,303.84 208,857.44 217,882.99 227,409.22 237,466.69 248,087.94 259,307.56 271,162.42
12.50% 206,195.13 215,000.31 224,291.31 234,097.72 244,451.00 255,384.64 266,934.26 279,137.78
13.00% 212,086.42 221,143.17 230,699.64 240,786.23 251,435.32 262,681.34 274,560.95 287,113.15