Returns on 401(k) Assets by Cohort
The brief’s key findings are:
- Early Baby Boomers were hit hard by the financial crisis.
- But, over their careers, markets have treated them well:
- they have enjoyed 9-percent returns on equities; and
- they have fared much better than either Late Boomers or Gen Xers.
- Gen Xers have faced the worst investment climate, but Late Boomers are more vulnerable because they have less time to recover.