2025 Workplace Survey on Stock Plan Participants

This report presents the findings of the 2025 Workplace Survey focusing on stock plan participants and their views on equity compensation. The survey, conducted by Logica Research, involved 420 participants who currently engage in their companies' equity compensation and/or employee stock purchase programs. Key insights reveal that nearly all participants consider equity compensation important, with 76% deeming it very important. The report outlines various benefits deemed essential by participants when seeking new employment, with equity compensation being a significant factor. Furthermore, it details participants' perceptions of equity compensation as a tool for reaching retirement goals, with 50% indicating it will help them achieve these objectives. The report also highlights the financial behaviors of participants regarding their equity compensation, including reasons for exercising or selling their equity. Additionally, it discusses the role of financial advisors and the confidence levels of participants in making investment decisions related to their equity compensation.