Stout is proud to introduce the first annual publication of the Stout ESOP Index, which offers insight into equity returns from Stout's valuation portfolio of 350+ ESOP companies relative to publicly traded benchmarks. We hope you find this edition of the Stout ESOP Index to be a valuable resource for understanding the evolving landscape of employee ownership and market performance.

We welcome the opportunity to connect and encourage you to reach out if you would like to discuss our findings, explore current industry trends, or learn more about how Stout’s ESOP Advisory practice can support your organization’s goals.

Overview for This Edition:

• Methodology and Purpose
• Overall Results
• Results by Size
• Results by Industry / Maturity
• Stout ESOP Practice Overview