In the fall of 2018, John Zogby Strategies conducted a survey of retirees in the United States. The results form the basis for a comparative study on U.S. retirees in who participate in an employee stock ownership plan (ESOP) versus U.S. retirees nationwide. ESOP retirees are nearly twice as likely to feel they have enough savings to live comfortably in retirement. Similarly, non-ESOP retirees are three times more likely than ESOP retirees to have major financial concerns. Nearly all ESOP retirees report having sufficient knowledge to plan for retirement, while a much smaller share of non-ESOP retirees can claim the same. Overall, retirees participating in an ESOP are far more confident in their financial security.
