About the 2023 Survey of Defined Contribution Plan Participants:
Natixis Investment Managers, Survey of US Defined Contribution Plan Participants conducted by CoreData Research, January and February 2023. Survey included 736 US workers, 587 being plan participants and 149 being non-participants. Of the 736 respondents, 362 were Millennials (age 27–42), 166 were Gen X (age 43–58) and 208 were Baby Boomers (age 59 and above).

1 Experian (April 29, 2022). Average value of student loan debt held in the United States in 2021, by generation (in U.S. dollars) [Graph]. In Statista. Retrieved March 27, 2023, from
2 Total Household Debt Reaches $16.90 Trillion in Q4 2022; Mortgage and Auto Loan Growth Slows.
3 Bureau of Labor Statistics (October 5, 2022). Annual health insurance price inflation rate in the U.S. from 2007 to 2022 [Graph]. In Statista. Retrieved March 27, 2023, from
4 Richter, F. (October 13, 2022). Americans Suffer Pay Cut as Inflation Outpaces Wage Growth [Digital image]. Retrieved March 27, 2023, from
5 2021 Natixis Global Survey of Individual Investors, conducted March-April 2021, included 8,550 individuals in 24 countries.

The data shown represents the opinion of those surveyed, and may change based on market and other conditions. It should not be construed as investment advice.

This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed are as of December 2022 and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.

All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

Natixis Distribution, LLC is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.


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