Attachment B - OCC Utilization Report.pdf

Office of the Comptroller of the Currency

Overall Summary Wellbeing Support & Resources Appendix Glossary

Overall Summary (Jan 1, 2022 to Dec 31, 2022)

User

512Personal

Overall Engagement

Adoption

Activities by Feature

CareNow

Total Wellbeing Index

Support & resources

Total Activities

Compared to the same period 12 months prior

934 (Jan 1, 2021 to Dec 31, 2021)

Total Activities by Month

68 65

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

US

Attachment B - OCC Utilization Report

Total Activities by Country

720US

CareNow Total Wellbeing Index Challenges Tiering

CareNow (Jan 1, 2022 to Dec 31, 2022)

Adoption

Total users who started a program

Adoption

Average # of programs started per user

Task success

Total users who completed a module

Task success

Average # of modules completed per user

Adoption

Total programs started

3 3 3

1 1 1 1 1 1 1

Anxiety

Achieving Financial W ellbeing

Communication

Separation/divorce

Avoiding Burnout Coping

Depression Grief

Setting Up a Household Budget Stress

Work-Life Balance

CareNow Total Wellbeing Index Challenges Tiering

Total Wellbeing Index (Jan 1, 2022 to Dec 31, 2022)

TWI Score

This is your Total Wellbeing Index score The median benchmark score is: 63 The top performing score is: 76

Distribution of Risk Current

38% 50% 12%

Benchmark

12% 20% 29% 26% 13%

At Risk Problem Strained Active Optimal

Mental

Median benchmark: 56 Top performing score: 72

Physical

Median benchmark: 59 Top performing score: 69

Social

Median benchmark: 68 Top performing score: 79

Financial

Median benchmark: 71 Top performing score: 85

Total Participation

4% of Registered Users

Completions by Assessment

Social

Financial

Physical

Mental

Number of Assessment Completed per Person

Age Bands

25-40 Undisclosed

Generation

Millennials Undisclosed

Gender

Female Undisclosed

Tenure

Undisclosed

SSeee All

How to improve my score?

This report is designed to provide your organisation with a simple viewpoint to: i) describe the wellbeing of your people; and ii) provide ongoing monitoring and knowledge of important wellbeing indicators. The results provide directional information, which can be used to focus on planning, evaluation and measurement of wellbeing programs that target the needs of your people.

Your Mental health score indicates that your people's mental wellbeing is the greatest risk area.

Your Financial score indicates that your people's financial wellbeing is the greatest strength.

Your scores demonstrate the organisation’s investment in the value of wellbeing. Continue to engage your people across the continuum of wellbeing by investing in tools that help them maintain and manage their health.

CareNow Total Wellbeing Index Challenges Tiering

Challenges (Jan 1, 2022 to Dec 31, 2022)

No data available. Feature is not turned on or if feature is turned on, there is no usage. Contact your Customer Success Manager for support.

CareNow Total Wellbeing Index Challenges Tiering

Tiering (Jan 1, 2022 to Dec 31, 2022)

No data available. Feature is not turned on or if feature is turned on, there is no usage. Contact your Customer Success Manager for support.

Support & Resources (Jan 1, 2022 to Dec 31, 2022)

Support & Resource Activities * Other resources are not included in this total

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC

Money Life Health Family Work

Top Categories Total Activities 480

* Other resources are not included in this total

Work

Family

Health

Money

Life

Top Subcategories Total Activities 480

* Other resources are not included in this total

Physical Health carenow financial tools

Becoming a Parent

Child Care

Older Relatives

Personal Issues

Health Habits

Mental Health

Personal Relationships

Legal Issues

Money Management

Top Articles Total Activities 456 of 480

Making New Friends as an Adult

Financial Planning in your 20s and 30s: Strategies for financial planning

Managing Pet Health Care Costs

Choosing a Counselor or Therapist

How to Be Happy

Financial Planning in your 20s and 30s: Getting help

Will and Estate Planning Basics

Looking for Child Care: When to Start, What to Do

Estate Planning and Your Will: Vital tools for everyone

Financial Assessment & Calculators

Top Audios Total Activities 16 of 480

Five Tips for Managing Stress

Getting Help for Depression podcast

Eating Well: Planning Healthy Meals

Planning for Retirement Podcast

How Can You Regain Your Confidence After Harsh Criticism at Work?

Being a Straight Ally

Couple Conflict

Incorporating Calmness Into Everyday Life

Sleep Health Tips podcast

Overcoming Anxiety podcast

Top Videos Total Activities 8 of 480

I have a question: Low mood—How can a routine help? (Video)

Practice tolerance—Hybrid and remote work—Episode 5 (Video)

I have a question: Low mood—Will I ever feel differently? (Video)

Mindset for Lifestyle Changes (Video Series)

Thinking Traps: Anxiety

Coping with Challenges (Video Series)

Top Manager Resources Total Activities 7

* Total reflects a subset of the top categories.

Talking With Your Manager About Flexible Working

Medical Marijuana and the Workplace: Guidelines for Managers

Practice tolerance—Hybrid and remote work—Episode 5 (Video)

Investing in Your Team’s Mental Health

Recreational Marijuana Use and Abuse and the Workplace

Investing in Your Team’s Physical Health

Other Resources

Other resources accessed Total Activities 163

Quick Links

Bulletins

Custom Content

Toolkits

Top Toolkits Total Activities 81 of 163

Depression Toolkit

The First 3 Months with a New Baby Toolkit

COVID-19 (Coronavirus) Toolkit

Pet Toolkit

Mental Health Toolkit

Financial Wellbeing Toolkit

Podcasts Hub

Wellbeing and Personal Development Videos

New Normal in the Pandemic Toolkit

LifeWorks Learning (formerly, Workplace Learning Solutions) Webinars

Report Information TWI Demographics

Appendix (Jan 1, 2022 to Dec 31, 2022)

Organization: Office of the Comptroller of the Currency

Report Run Date: Jan 11, 2023

Report Information TWI Demographics

TWI Demographics (Jan 1, 2022 to Dec 31, 2022)

Location

United States

Company Group

OCC 18

Glossary (Jan 1, 2022 to Dec 31, 2022)

Some features defined below may not be applicable to your program.

Overall Summary Adoption

Registration A user creates an account and accepts the terms and conditions for using the LifeWorks platform.

User All individuals who have created an account and accepted the terms and conditions for using the LifeWorks platform.

This can include a participant, family, admin or personal account.

Participant The user is invited to the platform by the Admin or signed up via CSV by our onboarding team. The user completes the sign up process and creates a profile on the platform.

Family These accounts are friends or family members invited to the platform by a Participant via the "Family" feature in the Profile section. The user completes the sign up process and creates a profile on the platform.

Admin The designated platform Administrators are granted access to certain features beyond those associated with a user.

Administrators have access to the Admin Panel — the organization’s dashboard and administrator tools – which will include an overview of recent activities and summary statistics.

Personal A personal account is created when a participant who has logged into the platform under a shared/group login creates a personal profile to access certain features requiring registration.

Pending These accounts are individuals who have been invited to join the platform but have yet to register, either from an eligibility list or through an invitation from an admin.

Overall Engagement Measuring the general depth of use of the platform.

Activities The sum total of user activities on the platform. Activities include:

-viewing content (e.g. articles) -liking company posts -creating newsfeed posts -posting a recognition -purchases made using Perks -views and participation in wellbeing activities including:

-joining a challenge -tracking your habitude or steps -completing assessments -completing a module or program, or starting a program within CareNow

% of users with at least one activity The percentage of users that have had an activity on the platform, out of all of the users who have completed the registration and profile creation process.

Compared to the same period 12 months prior

Compared to the same period 12 months prior

Where available the footnote number in the bottom left corner showcases the data from the same time period twelve months prior.

Example 1: If report period is March 2020 then the data showcased in the bottom left corner is for March 2019.

Example 2: If report period is November 2019 to January 2020 then the data showcased n the bottom left corner is for November 2018 to January 2019.

Company & News Feed Posts News Feed posts that are created by a platform Admin

Average likes per company posts The average number of likes for all company posts.

Average comments per company posts The average number of comments on all posts.

Recognitions

Recognitions Posting a recognition (submitting text and selecting a badge) for one or more other users that is posted to your company's News Feed.

Total number of initial recognitions received This represents the users receiving an initial recognition.

Total Initial Recognitions This represents the process of creating a recognition (submitting a story and selection a badge) for one or more other users that will be posted to your company's News Feed.

Users Who Gave Recognitions This represents the users giving an initial recognition.

Re-recognitions Number of recognitions given by using the 'Re-recognize' button in the News Feed section of the platform.

Wellbeing CareNow

Modules Completed Each CareNow program has multiple modules or chapters to complete. Each module focuses on a specific area. A module is completed when all content is viewed within the module.

Total programs started Total number of times a CareNow program was started.

Total Wellbeing Index: The scores reported for each pillar are based on those that completed that pillar's assessment; however, all TWI related scores require completion of all four assessments.

The Total Wellbeing Index (TWI) is a scale aggregating behavioral assessment data from the four pillars of total health:

Mental, Physical, Social and Finance.

Mental: This pillar includes questions covering various areas of mental health, including anxiety, depression, coping skills, burnout, and general mental health.

Physical: This pillar includes questions covering various areas of physical health, including physical activity, medical health, biometric awareness, lifestyle choices, sleep, and nutrition.

Social: This pillar includes questions covering various areas of work-life, relationships, and work.

Financial This pillar includes questions covering various areas of financial health, including debt, savings, and general financial behavior.

Score: A number from 0 to 100, which represents the average of all employee responses in a particular area.

Risk distributions: Individuals completing the full TWI assessment and each pillar assessment are categorized into different risk groups (below). The percentage of the population falling into each category is displayed in the risk distributions.

Optimal Health (score from 81-100) Individuals in this category are doing well in balancing the demands of life and work. Their Total Wellbeing (Mental, Physical, Social and Finance) collectively is quite good. Based on the information reported, individuals in this group should focus on sustaining optimal health.

Active Health (score from 71-80) Individuals who fall in this category are doing reasonably well overall. In general, their total well-being is not an issue;

however, there are areas upon which focus can help improve the individual’s overall quality of life.

Strained Health (score from 61-70) Individuals who fall in this category are currently experiencing some level of strain in one or more of the four total wellbeing areas. The challenge is to help and support these individuals in the areas they are feeling strain so that they can be improved into Active or Optimal Health and avoid dipping into Problem or At Risk Health.

Problem Health (score from 51-60) Individuals who fall into this category are typically experiencing some physical, psychological, or financial symptoms that are having a negative impact on their total wellbeing and productivity. Individuals in this group typically require support to make changes that improve their total wellbeing.

At Risk Health (score from 0-50) Individuals in this category are at risk for significant health issues in many or all of the key pillars of wellbeing: Mental, Physical, Social and Finance. These individuals are often off work or on the verge of being off work. Access to support services is essential to get them back on the right track.

Benchmark: A standard or point of reference against which scores can be compared. The value of benchmarking is to measure the organization’s performance/results against the standard. The benchmark/standard is based on the 50th percentile (middle value of all organizations) of collective scores of all organizations that have completed the TWI.

Top Performing (Employers) score: Refers to scores at or above 90 per cent of the total TWI completions; only 10 per cent of total scores are above this threshold.

Generation: Generations are defined by birth year. Regardless of age, individuals always belong to the generation into which they were born. Generations tend to experience similar life issues. By reporting on generations, organizations are able to compare results against other generations at a different place in the life cycle.

Generation breakdown Generation Z: born in 1996 or later Millennials: born from 1980 to 1995 Generation X: born from 1965 to 1979 Baby boomers: born from 1946 to 1964 Traditionalists: born in 1945 or earlier

Assessments Assessments A thematic assessment available in the wellbeing section of the platform.

Outcome The calculated level of risk or impact pertaining to that area of the user's health, as determined by the overall score of their responses to the assessment.

Full HRA The HRA (health risk assessment) is the completion of all the health and biometric assessments.

Precontemplation User is not ready to engage in change and does not intend to take action in the next six months.

Contemplation User is ready to consider change and does not intend to take action in the next six months.

Preparation User is preparing to change and ready to take action within the next 30 days.

Action User has started to engage in change.

Maintenance User is continuing to engage in change after six months.

Challenges

Challenges A personal or organization program that promotes activities related to improved health. This may include step and habitude challenges.

Personal Challenges available to users to earn platform points as they progress towards long term healthy lifestyle choices.

These challenges do not have a public leaderboard.

Corporate Challenges created on behalf of your organization to promote engagement and health.

Habit A specific behavior that a user is looking to improve.

Step A measurement of the action of taking a step.

Started or joined The number of users who accepted or joined a personal or organization challenge.

Goal attained This represents the number of users who have completed a challenge and met the target goal of the challenge.

Wellness Tiers

Points Users earn points by completing various activities on the platform or by taking actions outside of the platform (that are tracked within the LifeWorks platform) to positively influence their overall wellbeing.

Tiers There are 4 tiers that can be achieved by earning platform points. Within each tier, users can access specially-curated wellness rewards. These tiers are: Bronze (5), Silver (2,500), Gold (5,000), and Platinum (10,000)

Promoted Activities

Promoted Activity An activity selected to promote to your user population. These include: Biometric Screening, Medical Event or Check-up, Preventive Screening, Training or Benefit Event, Competition or Athletic Event, Volunteering, Fitness or Sports, Gym or Workout, LIFT Challenge.

Support & Resources

Support & Resource Activities The platform’s Support & Resources section includes 1,800+ articles, podcasts, and toolkits. This report section shows the content viewed and which categories, subcategories, and specific content items are most popular. Viewing content counts as an activity.

Top Categories There are five categories within Support & Resources: Family, Health, Life, Money, Work.

Top Subcategories The subset of categories from within the five categories from Support & Resources feature.

Total Activities Total content views for each modality. The charts display up to ten most popular resources.

Perks Summary

Total Perks transactions Number of individual transactions completed on the Perks section of the platform.

Gift Cards Gift cards transactions Purchase of a single gift card through the Perks section of the platform.

Total gift card value The redeemable value of the gift cards purchased.

Total gift card spend The purchase price of the gift card paid by the user.

Gift card savings The total savings divided by the total value of the gift cards purchased.

Cashback Cashback Transactions A single purchase (regardless of the # of products involved) from a partnered vendor's site.

Total cashback spend The pre-tax purchase value of the transaction made with the vendor.

Total cashback The total currency returned to the user who made the purchase, which is credited to the user's platform wallet. Upon confirmation from the vendor, the amount is eligible to be withdrawn by the user.

Average savings % The portion of the total spending that is credited to the user's platform wallet.

Merchants A 3rd party company that has an agreement with LifeWorks to provide cashback to LifeWorks' users

Cinemas Cinema Transactions Purchase of cinema tickets at a discount through the Perks section of the platform.

Cinema Value The redeemable value of the cinema tickets purchased.

Cinema Spend The purchase price of the cinema tickets paid by the user.

Cinema Saving The difference between the value and the purchase price of the cinema tickets

Appendix Report Information

Organization Name of one or more organizations for the report run. Data on the report is aggregated for all selected organizations.

Country Name of one or more countries represented in the report. Data on the report is aggregated for all selected countries.

Group Name of one or more groups selected for the report run. Data on the report is aggregated for all selected groups.

Report Run Date Name of one or more groups selected for the report run. Data on the report is aggregated for all selected groups.

Comptroller of the Currency (OCC)

Overall Summary Trends Demographic Appendix Glossary

Summary Participant Organization

Summary (January 2022 to December 2022)

Utilization Overview

We are pleased to present you with the key indicators relating to usage of your program for eligible participants by:

Comptroller of the Currency (OCC)

The period covered is from: January 2022 to December 2022

During this reporting period, the program covered a population of 3,448, resulting in a utilization rate of 7.11% and an annualized utilization of 7.11% . This is above the same period twelve months prior with 6.67%.

Utilization

7.11% Annualized Utilization

7.11% View Utilization Breakdown

Counseling Services

4.09% Work/Life Services

3.02%

Organizational Cases

Management Consultations

Critical Incident Services

Workplace Support Programs

Summary Participant Organization

Comparative Prior Year vs. Current Year

Cases by Month

20 18

17 17

27 27

15 14

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Current Year Previous Year

Case totals by top 5 services Current year

11 10 9

Counseling Legal

Enhanced Elder & Adult C are Management (E

ACM)

Community Referral

Elder/A dult C are

Case totals by top 5 services Previous Year

14 9 6

Counseling Legal

Financial

Life Transitio ns

Community Referral

Summary Participant Organization

Participant (January 2022 to December 2022)

Total number of unique participants

New Reaccess

149 30

Participant Services Q1 Q2 Q3 Q4 Current Total

General Counseling 28 33 40 40 141

Community Referral 0 1 1 1 3

Counseling 28 31 39 38 136

Life Coach 0 1 0 1 2

Work/Life 31 22 21 30 104

Child/Youth Care 0 1 1 1 3

Community Referral 3 2 1 1 7

Elder/Adult Care 3 3 0 3 9

Enhanced Elder & Adult Care Management (EACM) 3 1 3 4 11

Financial 1 1 0 2 4

Health Coaching 2 1 3 1 7

Legal 16 13 12 18 59

Life Transitions 3 0 1 0 4

Total 59 55 61 70 245

Summary Participant Organization

Issues

3.67%

3.67%

4.49%

4.49%

5.31%

5.31%

5.31%

5.71%

6.12%

7.76%

Grief

Home Support Services

Separation/Divorce

Elder/Adult Care Resources & Information

Anxiety

Depression

Relationship - General

Communication/Conflict Resolution

Planning/Administration

Stress

Cases by intake type

Call First Chat

Service inquiries by intake type

No Data Available

Participant cases by month

17 17

27 26

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

US

Summary Participant Organization

Organization (January 2022 to December 2022)

Organizational Solutions Q1 Q2 Q3 Q4 Current Total

Critical Incident Service 0 0 1 0 1

Training 0 0 1 0 1

Total 0 0 2 0 2

View Organizational Services Breakdown

Organization cases by month

Sep

US

*Country assignment unavailable or service provided virtually across multiple countries.

Emerging Issues Benchmarks Utilization

Emerging Issues (January 2022 to December 2022)

General Counseling

Top 5 Issues

Anxiety

Depression

Relationship - General

Communication/Conflict Resolution

Stress

Top 5 Modalities

CareNow Counselor Assisted

Video-Counseling

Consultation

In Person

Tele-Counseling

Addiction Related Q1 Q2 Q3 Q4 Current Total Previous Year

Addiction Other 0 0 1 0 1 0.71% 0 0.00%

Alcohol 0 1 0 0 1 0.71% 4 3.36%

Other's Addiction 0 0 1 0 1 0.71% 0 0.00%

Emerging Issues Benchmarks Utilization

Total 0 1 2 0 3 2.13% 4 3.36%

Couple/Relationship Q1 Q2 Q3 Q4 Current Total Previous Year

Communication/Conflict Resolution 2 3 6 3 14 9.93% 15 12.61%

Relationship - General 4 0 5 4 13 9.22% 3 2.52%

Separation/Divorce 1 0 0 2 3 2.13% 1 0.84%

Domestic Violence 0 1 0 0 1 0.71% 0 0.00%

Relationship Breakdown 0 0 1 0 1 0.71% 1 0.84%

Intimacy Issues 0 0 0 0 0 0.00% 1 0.84%

Total 7 4 12 9 32 22.70% 21 17.65%

Elder/Adult Care Q1 Q2 Q3 Q4 Current Total Previous Year

Elder/Adult Care Resources & Information 0 1 0 0 1 0.71% 0 0.00%

Total 0 1 0 0 1 0.71% 0 0.00%

Family Q1 Q2 Q3 Q4 Current Total Previous Year

Communication 1 1 1 3 6 4.26% 2 1.68%

Parenting 0 0 3 2 5 3.55% 1 0.84%

Extended Family Relations 1 1 1 1 4 2.84% 1 0.84%

Child Behavior 0 1 0 1 2 1.42% 8 6.72%

Adolescent Behavior 1 0 0 0 1 0.71% 2 1.68%

Family Planning 0 0 1 0 1 0.71% 0 0.00%

Elder Related 0 0 0 0 0 0.00% 1 0.84%

Total 3 3 6 7 19 13.48% 15 12.61%

Personal/Emotional Q1 Q2 Q3 Q4 Current Total Previous Year

Stress 3 6 4 6 19 13.48% 16 13.45%

Anxiety 1 3 5 4 13 9.22% 26 21.85%

Depression 4 3 4 2 13 9.22% 11 9.24%

Grief 1 2 3 3 9 6.38% 6 5.04%

Other 3 1 1 3 8 5.67% 2 1.68%

Life Stages 0 2 0 2 4 2.84% 5 4.20%

Abuse 2 1 0 0 3 2.13% 0 0.00%

Emerging Issues Benchmarks Utilization

Post Trauma 0 1 0 1 2 1.42% 0 0.00%

Mental Health Condition 0 0 0 1 1 0.71% 3 2.52%

Suicidal Risk 0 1 0 0 1 0.71% 0 0.00%

Anger Issues 0 0 0 0 0 0.00% 4 3.36%

Total 14 20 17 22 73 51.77% 73 61.34%

Work Related Q1 Q2 Q3 Q4 Current Total Previous Year

Workplace Stress 4 1 1 1 7 4.96% 4 3.36%

Work Relationships/Conflict 0 1 2 1 4 2.84% 2 1.68%

Work Performance 0 1 0 0 1 0.71% 0 0.00%

Total 4 3 3 2 12 8.51% 6 5.04%

Work-Related Q1 Q2 Q3 Q4 Current Total Previous Year

Workplace Stress 0 1 0 0 1 0.71% 0 0.00%

Total 0 1 0 0 1 0.71% 0 0.00%

Q1 Q2 Q3 Q4 Current Total Previous Year

General Counseling 28 33 40 40 141 100.00% 119 100.00%

Emerging Issues Benchmarks Utilization

Work/Life

Top 5 Issues

Child Custody

Separation/Divorce

Home Support Services

Elder/Adult Care Resources & Information

Planning/Administration

Top 5 Modalities

Tele-Counseling

In Person

Consultation

Child/Youth Care Q1 Q2 Q3 Q4 Current Total Previous Year

Day Care 1 1 1 0 3 2.88% 1 0.88%

Caregiver Support 1 0 0 0 1 0.96% 1 0.88%

Parenting Resources & Information 0 0 0 1 1 0.96% 0 0.00%

Special Needs 0 0 0 0 0 0.00% 1 0.88%

Total 2 1 1 1 5 4.81% 3 2.65%

Emerging Issues Benchmarks Utilization

Elder/Adult Care Q1 Q2 Q3 Q4 Current Total Previous Year

Elder/Adult Care Resources & Information 4 1 4 1 10 9.62% 10 8.85%

Home Support Services 2 3 1 3 9 8.65% 5 4.42%

Residential Care Options 1 2 0 2 5 4.81% 3 2.65%

Community Programs 1 0 0 0 1 0.96% 0 0.00%

Compassionate Care & Bereavement 0 0 0 0 0 0.00% 1 0.88%

Total 8 6 5 6 25 24.04% 19 16.81%

Family Q1 Q2 Q3 Q4 Current Total Previous Year

Elder Related 2 0 0 1 3 2.88% 3 2.65%

Total 2 0 0 1 3 2.88% 3 2.65%

Financial Q1 Q2 Q3 Q4 Current Total Previous Year

Debt/Credit 1 1 0 1 3 2.88% 2 1.77%

Taxes 0 0 0 1 1 0.96% 6 5.31%

Divorce 0 0 0 0 0 0.00% 1 0.88%

Investment Planning 0 0 0 0 0 0.00% 2 1.77%

Real Estate/Mortgages 0 0 0 0 0 0.00% 2 1.77%

Retirement 0 0 0 0 0 0.00% 1 0.88%

Total 1 1 0 2 4 3.85% 14 12.39%

Legal Q1 Q2 Q3 Q4 Current Total Previous Year

Planning/Administration 4 4 4 3 15 14.42% 23 20.35%

Separation/Divorce 3 1 1 3 8 7.69% 8 7.08%

Child Custody 0 2 2 2 6 5.77% 3 2.65%

Consumer Protection 0 2 2 1 5 4.81% 3 2.65%

Contracts 1 1 0 1 3 2.88% 6 5.31%

Power of attorney 0 1 0 2 3 2.88% 3 2.65%

Traffic violations 1 1 1 0 3 2.88% 0 0.00%

Trusts 1 1 0 1 3 2.88% 8 7.08%

Human Rights 1 0 0 1 2 1.92% 2 1.77%

Ownership 1 0 0 1 2 1.92% 6 5.31%

Emerging Issues Benchmarks Utilization

Small Claims 0 0 1 1 2 1.92% 2 1.77%

Adult Offense (18+) 0 0 0 1 1 0.96% 2 1.77%

Child Support 0 0 0 1 1 0.96% 0 0.00%

Civil Status (change of name, sex, etc.) 0 0 1 0 1 0.96% 0 0.00%

Driving under the influence 1 0 0 0 1 0.96% 1 0.88%

Joint Tenancy 1 0 0 0 1 0.96% 0 0.00%

Regional by-laws 1 0 0 0 1 0.96% 0 0.00%

Residential (Landlord/Tenant) 1 0 0 0 1 0.96% 1 0.88%

Marriage 0 0 0 0 0 0.00% 1 0.88%

Neighbor Conflict 0 0 0 0 0 0.00% 1 0.88%

Youth offense (under 18) 0 0 0 0 0 0.00% 1 0.88%

Total 16 13 12 18 59 56.73% 71 62.83%

Personal Health and Well Being Q1 Q2 Q3 Q4 Current Total Previous Year

Fitness Coaching 1 0 1 1 3 2.88% 1 0.88%

Health Coaching 1 0 1 0 2 1.92% 2 1.77%

Total 2 0 2 1 5 4.81% 3 2.65%

Personal/Emotional Q1 Q2 Q3 Q4 Current Total Previous Year

Stress - Personal 0 1 1 1 3 2.88% 0 0.00%

Total 0 1 1 1 3 2.88% 0 0.00%

Q1 Q2 Q3 Q4 Current Total Previous Year

Work/Life 31 22 21 30 104 100.00% 113 100.00%

Emerging Issues Benchmarks Utilization

Utilization (January 2022 to December 2022)

Weighted population for the report period was: 3,448 Back to Summary

Case Utilization Q1 Q2 Q3 Q4 Current Quarter

Utilization Current

Total Utilization Annualized Utilization

Population 3,310 3,483 3,505 3,492 3,448

General Counseling

28 33 40 40 1.15% 141 4.09% 4.09%

Work/Life 31 22 21 30 0.86% 104 3.02% 3.02%

Total 59 55 61 70 245

For any services that are counted at a ratio other than 1:1, the utilization above has been calculated based on the ratio.

Population reflects the weighted average population of each quarter.

Utilization by Region

Region Population Q1 Q2 Q3 Q4 Current Total Utilization

North America 3,448 59 55 61 70 245 7.11%

Overall 3,448 59 55 61 70 245

North America Population Current Total Current Utilization Previous Year Utilization

UNITED STATES OF AMERICA 3,448 245 7.11% 6.67%

Overall 3,448 245

Demographic (January 2022 to December 2022)

Gender

53.63% 46.37%

Female Male

Language

100.00%

English

Category

3.91%

5.03%

5.59%

85.47%

Family

Dependent

Spouse/ Partner

Employee/ Member

Age

3.35%

11.73%

33.52%

20.11% 24.58%

5.03% 1.68%

16-24 25-34 35-44 45-54 55-64 65-74 75-84

Profile

Employee/Member Status

15%

85%

Unreported/ Declined

Full-Time

Management Status

1%

11%

89%

Undisclosed

Management

Non-management

How did you hear about us?

2.08%

2.08%

2.08%

3.12%

6.25%

8.33%

10.42%

10.42%

28.12%

Orientation

Co-worker

My EAP Mobile Application

Other

Declined

Caller was a Previous Client

Family Member

Internal Communication

Human Resources

Are you calling us as a result of COVID-19?

100%Undisclosed

Years of Service

51.40%

8.38%

13.41%

16.76%

7.82%

2.23%

Undisclosed

Declined

15 years and over

5 - 14 years

1 - 4 years

Under 1 year

Cases by State/Province

1.22%

1.22%

1.22%

1.63%

2.04%

2.04%

2.04%

2.86%

3.27%

3.27%

3.67%

3.67%

4.90%

5.71%

6.12%

7.35%

7.35%

15.10%

19.18%

6.12%

ALABAMA

CONNECTICUT

SOUTH CAROLINA

WASHINGTON

COLORADO

MASSACHUSETTS

MINNESOTA

OHIO

NEW JERSEY

NORTH CAROLINA

FLORIDA

PENNSYLVANIA

DISTRICT OF COLUMBIA

NEW YORK

CALIFORNIA

ILLINOIS

TEXAS

VIRGINIA

MARYLAND

Under 1%

Province/State Legend

Province/State Cases

ALABAMA 3

CALIFORNIA 15

COLORADO 5

CONNECTICUT 3

Province/State Cases

DISTRICT OF COLUMBIA 12

FLORIDA 9

GEORGIA 1

ILLINOIS 18

Province/State Cases

IOWA 1

KANSAS 1

KENTUCKY 1

LOUISIANA 2

Province/State Cases

MARYLAND 47

MASSACHUSETTS 5

MINNESOTA 5

NEBRASKA 2

NEW JERSEY 8

NEW MEXICO 1

NEW YORK 14

NORTH CAROLINA 8

OHIO 7

OKLAHOMA 1

OREGON 1

PENNSYLVANIA 9

SOUTH CAROLINA 3

TENNESSEE 2

TEXAS 18

Undisclosed 1

VIRGINIA 37

WASHINGTON 4

WISCONSIN 1

Are you comfortable working over the internet?

100.00%Skipped

Have you ever found self-help materials effective? For example, have you read books or completed research on the internet?

100.00%Skipped

How long has this been a concern?

100.00%1-3 months

Is this concerning

95.83%

4.17%

Yourself

Someone Else

Is this related to something that has just occured?

100.00%Skipped

Report Information Organization in Detail Organizational Units Breakdown

Report Information (January 2022 to December 2022)

Organization: Comptroller of the Currency (OCC)/184028651

Report Run Date Jan 4, 2023

Report Information Organization in Detail Organizational Units Breakdown

Organization in Detail (January 2022 to December 2022) Back to Organization

Workplace Support Programs

No Data Available

Management Consultations Q1 Q2 Q3 Q4 Current Total Previous Year

Trauma Response services 0 0 0 1 1 100.00% 0 0%

Total 0 0 0 1 1 100% 0 0%

Critical Incident Service Q1 Q2 Q3 Q4 Current Total Previous Year

Death of Employee,Family Member,Customer/Patient 0 0 1 0 1 100.00% 0 0%

Total 0 0 1 0 1 100% 0 0%

Critical incident events Date Location

Death of Employee,Family Member,Customer/Patient Sep 9, 2022 VIrtual via MS Teams for group working remotely but in NJ and NY.

Training name Training type Date City Country

The Importance of Unplugging Work-Life Balance Oct 17, 2022 ~ ~

The Importance of Unplugging Work-Life Balance Nov 15, 2022 ~ ~

Virtual Fatigue : Prevention and Practical Tips to Reduce its Impacts Work-Life Balance Nov 16, 2022 ~ ~

Dealing with Sleep Issues Work-Life Balance Nov 17, 2022 ~ ~

Report Information Organization in Detail Organizational Units Breakdown

Organizational Units Breakdown (January 2022 to December 2022)

Any divisions/ branches/ offices that have population below the reporting threshold will not be displayed

Overview

Total Division

Total Branches

Case Count

Company: Comptroller of the Currency (OCC)

Branch Division Population Cases Utilization

~ ~ ~ ~ 3,448 245 7.11%

Total 3,448 245 7.11%

Glossary (January 2022 to December 2022)

Some features defined below may not be applicable to your program.

Overall Summary

Summary

Participants & Participant Cases Participants are eligible individuals who have accessed services within the reporting period.

Participant cases includes: Counseling, Work/Life (i.e. legal, financial), Community Services.

Except where explicity stated as closed cases, the counts are based on cases opened during the reporting period.

Organization & Organization Cases The number of organizational cases (including Critical incidents, trainings, workplace support programs, management consults) and other organization authorized services. Except where explicity stated as closed cases, the counts are based on cases opened during the reporting period.

Population Total lives that are covered within the reporting period. Population is averaged over time.

Utilization (%) This is a measure to capture program usage by taking the total of cases as a proportion of the overall covered population. This reflects all cases contracted to count toward utilization.

Calculated As: SUM =(number of cases/Population)*100

Annualized Utilization (%) This is the projected annualized utilization if the reporting period selected is less than months.

Calculated As:

SUM=(%of case utilization/the number of months in the reporting period)*12

EMEA Europe, Middle East & Africa

NA North America

APAC Asia-Pacific

LATAM Latin America

Country, Region, Global Benchmark Overall benchmarking utilization percentages. Country benchmark is displayed if report is run for an individual country. Region benchmarks is displayed if report is run for countries only within the same region. Global benchmarks is displayed if report is run for more than one country in different regions. Calculated As: SUM=(total cases/total covered population)*100

Industry Benchmarks (Country, Region & Global) Industry Benchmarks (Country, Region & Global)

Participant

Total number of unique participants The number of distinct participants who have accessed services during the reporting period.

New participants This is the number of unique participants who accessed services in the defined reporting period and have not previously accessed services within the reporting period.

Reaccess Participants This is the number of unique participants who have reaccessed services within the reporting period. In other words, total participants who have accessed the services more than once within the reporting period.

Cases by intake type The method by which the participant contacted the program to access services.

Service inquiries by intake type Service inquiries are brief calls that do not result in a case as no service was delivered. Intake type is the method by which a participant initiated a service inquiry.

Organization & Organization Cases The number of organizational cases (including Critical incidents, trainings, workplace support programs, management consults) and other organization authorized services. Except where explicity stated as closed cases, the counts are based on cases opened during the reporting period.

Workplace Support Programs Workplace Support Programs

Critical Incident Services In the aftermath of an incident, our experts will design an immediate, global response that takes care of your people and your organization.

Management Consultations Service delivered to the organization's people leaders to support with participant issues and how to have difficult conversations. The service is delivered by the program's clinical staff.

Training Total training sessions conducted. Sessions can be short seminars, longer workshops offered onsite, online and self-directed. Topics can include mental health, resiliency, retirement/finances, nutrition/fitness and more.

Trends

Emerging Issues Provides details on the counseling and work/life services opened during the reporting period. The presenting issues are self-identified by the participant at the time of intake.

Benchmarks Provides comparative benchmarks between the organizational case distribution and the experience of other organizations within the same country, industry, or region. If the report is run for multiple countries, global benchmark comparison will also be available.

Modalities The method by which the participant received their service.

Demographic

Gender This is a breakdown of participant self-identified gender during the intake process. This information is only collected from covered participants and not family member participants.

Language This is a breakdown of participant self-identified preferred language for service delivery purposes.

Category This is a breakdown of participant self-identified category during the intake process.

Age This is a breakdown of participant self-identified age group during the intake process. This information is only collected from covered participants and not family member participants.

Employee/Member Status This is a breakdown of employe/member self-identified status during the intake process. This information is only collected from covered participants and not family member participants.

Management Status This is a breakdown of participant self-identified job category during the intake process.

How did you hear about us? This is a breakdown of participant self-reported detail on how they heard about the program.

Are you calling us as a result of COVID-19? This is a breakdown of participant self-reported to identify those who were calling as a result of the Covid-19 pandemic.

Years of Service This is a breakdown of participant self-reported detail on how long the participant has been part of the organization. This information is only collected from covered participants and not family member participants.

Cases by Country This is a map of the world to showcase the breakdown of case percentages by country.

Appendix

Report Information

Organization The name of one or more organizations for the report run. Data on the report is aggregated for all selected organizations.

Report Run Date The date that the report was generated.

Country Name of one or more countries represented in the report. Data on the report is aggregated for all selected countries.

Region Name of one or more regions represented in the report. Data on the report is aggregated for all selected regions.

Participant Category Name of one of more participant category represented in the report. Data on the report is aggregated for all selected participant categories.

Optional Answers List of one or more custom answer options represented in the report. Data on the report is aggregated for all selected answer options.

Consortium or Partner Name Name of the Alliance Partner, Group, or Consortium name represented in the report.

Organizational Units Breakdown

Association, Companies, Branches & Divisions Organizations for the program can be set up in hierarchical manner to support with breaking down utilization data at more granular levels. Services and cases are booked at the lowest level.

The four possible levels in descending order are Association, Company, Branch and Division.

Though cases are booked at the lowest level, they are also rolled up to the higher levels to provide aggregated organizational usage details.

Partner/Group Partner is the name of the Alliance Partner for which the report was run. Group is the name of the group for which the report was run.