The document shows two investment plans with different monthly contribution amounts over a 20 year period. Plan 1 contributes $7,250 monthly and Plan 2 contributes $5,000 monthly, both earning a 12% average annual return. It displays the projected contribution amounts, growth of principal, and difference in returns between the two plans each year.

1. 每月投資金額： $7,250 每月投資金額： $5,000
基金平均報酬率：12% 基金平均報酬率：12%
年 累計投資 金 累計投資 金
期 額 基金本利合 額 基金本利合
1 $87,000 $91,948 $60,000 $63,413
2 $174,000 $195,558 $120,000 $134,867
3 $261,000 $312,307 $180,000 $215,384
4 $348,000 $443,864 $240,000 $306,113
5 $435,000 $592,105 $300,000 $408,348
6 $522,000 $759,147 $360,000 $523,550
7 $609,000 $947,374 $420,000 $653,361
8 $696,000 $1,159,473 $480,000 $799,636
9 $783,000 $1,398,471 $540,000 $964,463
10 $870,000 $1,667,780 $600,000 $1,150,193
11 $957,000 $1,971,245 $660,000 $1,359,479
12 $1,044,000 $2,313,196 $720,000 $1,595,308
13 $1,131,000 $2,698,516 $780,000 $1,861,045
14 $1,218,000 $3,132,703 $840,000 $2,160,485
15 $1,305,000 $3,621,956 $900,000 $2,497,901
16 $1,392,000 $4,173,259 $960,000 $2,878,110
17 $1,479,000 $4,794,481 $1,020,000 $3,306,539
18 $1,566,000 $5,494,490 $1,080,000 $3,789,303
19 $1,653,000 $6,283,277 $1,140,000 $4,333,294
20 $1,740,000 $7,172,101 $1,200,000 $4,946,277
安泰投顧： Michelle 製

2. 安泰投顧： Michelle 製

3. 差距金額
$28,536
$60,690
$96,923
$137,751
$183,757
$235,597
$294,013
$359,836
$434,008
$517,587
$611,766
$717,889
$837,470
$972,218
$1,124,055
$1,295,149
$1,487,942
$1,705,186
$1,949,982
$2,225,825