04/30/2018 12:25 RATE of RETURN - Internal Page 1
01/01/2017 through 04/01/2018
Monthly Annual Compounding
Total Annual
Date Balance Date Balance Return% ROR%
401 401k Plan
01/01/17 10,100.00 02/01/17 10,343.00 1.4 18.02
02/01/17 10,343.00 03/01/17 10,567.00 1.2 16.82
01/01/17 10,100.00 03/01/17 10,567.00 2.6 17.44
03/01/17 10,567.00 04/01/17 10,807.00 1.3 16.77
01/01/17 10,100.00 04/01/17 10,807.00 4.0 17.21
04/01/17 10,807.00 05/01/17 11,278.00 3.4 50.82
01/01/17 10,100.00 05/01/17 11,278.00 7.6 24.95
05/01/17 11,278.00 06/01/17 11,272.00 -.9 -10.54
01/01/17 10,100.00 06/01/17 11,272.00 6.5 16.52
06/01/17 11,272.00 07/01/17 11,530.00 1.4 18.47
01/01/17 10,100.00 07/01/17 11,530.00 8.0 16.85
07/01/17 11,530.00 08/01/17 12,200.00 4.9 76.57
01/01/17 10,100.00 08/01/17 12,200.00 13.5 24.32
08/01/17 12,200.00 09/01/17 12,975.00 5.5 88.61
01/01/17 10,100.00 09/01/17 12,975.00 19.9 31.32
09/01/17 12,975.00 10/01/17 13,430.00 2.7 38.91
01/01/17 10,100.00 10/01/17 13,430.00 23.2 32.16
10/01/17 13,430.00 11/01/17 13,200.00 -2.5 -25.41
01/01/17 10,100.00 11/01/17 13,200.00 19.9 24.40
11/01/17 13,200.00 12/01/17 13,050.00 -1.9 -20.78
01/01/17 10,100.00 12/01/17 13,050.00 17.5 19.26
12/01/17 13,050.00 01/01/18 13,400.00 1.9 25.05
01/01/17 10,100.00 01/01/18 13,400.00 19.7 19.76
01/01/18 13,400.00 02/01/18 14,030.00 4.0 57.94
01/01/17 10,100.00 02/01/18 14,030.00 24.6 22.51
02/01/18 14,030.00 03/01/18 14,666.00 3.8 63.08
01/01/17 10,100.00 03/01/18 14,666.00 29.5 24.97
03/01/18 14,666.00 04/01/18 15,420.00 4.5 67.20
01/01/17 10,100.00 04/01/18 15,420.00 35.5 27.61
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FEATURES
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