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Employee Stock Purchase Plan Benefits

Lowest Stock Price During Period
Discount
Stock Price at End of Period
Dollar Contribution Per Paycheck
After six months you will have $1,412 in your ESSP account after contributing $1,200. This gives a total return of 17.6 % and an annualized return of 91.6 %.
Your Next Steps:
  • Are you diversified enough?
  • Has your employer's stock become an outsized portion of your portfolio?
  • Do you know how contributing to your Employee Stock Purchase Plan impacts when you can retire?
In just a few minutes you can find out using a free trial of WealthTrace. Click here to learn more.

Definitions:

Lowest Stock Price During Period:

The lowest price of the stock during the six month period being analyzed.

Discount:

The percentage discount your company gives you off of the lowest stock price.

Stock Price at End of Period:

The price of the stock at the end of the six month period being analyzed.

Dollar Contribution Per Paycheck:

The amount you contribute to the ESPP each paycheck.

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