Returns on 401(k) Assets by Cohort

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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.