Compsych_Statistical_Data.pdf

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Attached to
Insurance, Employee Assistance Program (EAP) Services
Solicitation number
RFP- 25 - 003
Issued by
Pinellas County, Florida

About this file

Written by GovTribe AI ·

This document is a quarterly engagement report from ComPsych GuidanceResources for the City of St. Petersburg, covering the reporting period of Q2 (July 1, 2024 - September 30, 2024). The report provides comprehensive statistical data on employee assistance program (EAP) services, detailing engagement across multiple service categories including counseling, digital engagement, legal support, family resources, and financial consulting. The data tracks usage metrics such as total engagement rates, client demographics, service types, and digital platform interactions for the city's 2,700 employees.

Key insights from the report reveal a total engagement rate of 15.11% annualized, with live engagement at 5.48% and digital engagement at 5.93%. Counseling services represented the largest engagement category, with 78 total counseling interactions year-to-date, primarily addressing issues like stress (19%), partner/relationship challenges (15%), and anxiety-related concerns (11%). The report also shows diverse digital engagement, with 128 total digital interactions, predominantly using desktop browsers (63%) and focusing on topics like estate planning, emotional well-being, and legal consultations. The data suggests robust utilization of the city's employee assistance resources across multiple support domains.

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Employee_Assistance_Program_-_Part_A_Scope_of_Services_DRAFT_2024.docx DOCX document

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Quarterly Engagement Report Reporting Period Q2 (7/1/2024 - 9/30/2024)

City of St. Petersburg

GuidanceResources Engagement Report

Reporting Period: (7/1/2024 - 9/30/2024) Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

Access To Services

Live Engagement

26 70% 27 0 0 77% 0% 0% 72% 140Counseling 53 74%

2 5% 0 0 0 0% 0% 0% 5% 10FamilySource 2 3%

0 0% 0 0 0 0% 0% 0% 4% 7FinancialConnect 0 0%

7 19% 6 0 0 17% 0% 0% 17% 33LegalConnect 13 18%

1 3% 2 0 0 6% 0% 0% 1% 1Well-Being Coaching 3 4%

1 3% 0 0 0 0% 0% 0% 2% 4Well-Being Coaching – Custom 1 1%

37 35 0 0 195Sub Total 72

Digital Engagement

22 25% 3 0 0 8% 0% 0% 27% 110Behavioral Health 25 20%

14 16% 3 0 0 8% 0% 0% 20% 81FamilySource 17 13%

5 6% 8 0 0 20% 0% 0% 17% 71FinancialConnect 13 10%

5 6% 0 0 0 0% 0% 0% 8% 33Health and Well-Being 5 4%

1 1% 0 0 0 0% 0% 0% 1% 5Health Care Navigation 1 1%

41 47% 26 0 0 65% 0% 0% 27% 113LegalConnect 67 52%

88 40 0 0 413Sub Total 128

Total Engagement

48 38% 30 0 0 40% 0% 0% 41% 250Counseling/Behavioral Health 78 39%

16 13% 3 0 0 4% 0% 0% 15% 91FamilySource 19 10%

5 4% 8 0 0 11% 0% 0% 13% 78FinancialConnect 13 7%

5 4% 0 0 0 0% 0% 0% 5% 33Health and Well-Being 5 3%

1 1% 0 0 0 0% 0% 0% 1% 5Health Care Navigation 1 1%

48 38% 32 0 0 43% 0% 0% 24% 146LegalConnect 80 40%

1 1% 2 0 0 3% 0% 0% 0% 1Well-Being Coaching 3 2%

1 1% 0 0 0 0% 0% 0% 1% 4Well-Being Coaching – Custom 1 1%

125 75 0 0 608 200Total

Enterprise Support

Critical Incident Stress Management Sessions (number is excluded from overall engagement counts)

8 0 0 0 3 3

Critical Incident Stress Management Participants

30 0 0 0 4 4

129 75 0 0 204 638Overall Engagement

10042024-62032 Page 2 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

Engagement Rates

19.11%

Based on Quarterly Average Employee Counts 2,700

11.11% 0.00% 0.00% 23.63%

2,700 0 0 2,700

15.11%

2,700

Total Engagement Rate (% - Annualized)

Enterprise Support Engagement Rate

Digital Engagement Rate

Live Engagement Rate

13.04%

5.48% 5.19% 0.00% 0.00% 5.33% 7.22%

5.93% 0.00% 0.00% 9.48% 15.30%

0.59% 0.00% 0.00% 0.00% 0.30% 1.11%

Counseling Resolution

100% 9 6 0 0 15 98 100% 0% 0% 100% 92%Resolved within Counseling

0% 0 0 0 0 0 8 0% 0% 0% 0% 8%Referred to Outpatient

Total 9 6 0 0 15 106

10042024-62032 Page 3 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

Client Status

Employee/Member 81% 91% 0% 0% 86% 30 32 0 0 168 62 86%

Dependent 16% 6% 0% 0% 7% 6 2 0 0 13 8 11%

Spouse/Partner 3% 3% 0% 0% 7% 1 1 0 0 14 2 3%

37 35 0 0 195Sub Total 72

Client Gender

Decline 0% 3% 0% 0% 3% 0 1 0 0 6 1 1%

Female 65% 60% 0% 0% 48% 24 21 0 0 93 45 63%

Male 35% 37% 0% 0% 49% 13 13 0 0 95 26 36%

Not Specified 0% 0% 0% 0% 1% 0 0 0 0 1 0 0%

37 35 0 0 195Sub Total 72

Client Age Group

0-12 5% 0% 0% 0% 1% 2 0 0 0 2 2 3%

13-19 0% 3% 0% 0% 4% 0 1 0 0 7 1 1%

20-29 11% 11% 0% 0% 7% 4 4 0 0 13 8 11%

30-39 30% 29% 0% 0% 19% 11 10 0 0 38 21 29%

40-49 24% 17% 0% 0% 19% 9 6 0 0 37 15 21%

50-59 19% 6% 0% 0% 27% 7 2 0 0 52 9 13%

60 + 11% 20% 0% 0% 9% 4 7 0 0 18 11 15%

Unknown 0% 9% 0% 0% 9% 0 3 0 0 17 3 4%

Decline 0% 6% 0% 0% 6% 0 2 0 0 11 2 3%

37 35 0 0 195Sub Total 72

GRA User Count - Unique User by Product

GRA Unique Users 27 139 54 0 0 28

Counseling 21 104 41 0 0 21

FamilySource 0 7 1 0 0 1

FinancialConnect 0 6 0 0 0 0

LegalConnect 6 33 11 0 0 5

Well-Being Coaching 2 1 3 0 0 1

Well-Being Coaching – Custom 0 4 1 0 0 1

10042024-62032 Page 4 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

Counseling

U.S. Services

Primary Issue Presented

0% 0 0% 0 1% 0% 0% 0 0 1 0% 0Alcohol/Related

0% 0 4% 1 1% 0% 0% 0 0 1 2% 1Anger Issues

15% 4 7% 2 9% 0% 0% 0 0 12 11% 6Anxiety Related

8% 2 15% 4 7% 0% 0% 0 0 10 11% 6Bereavement/Grief

0% 0 11% 3 11% 0% 0% 0 0 16 6% 3Depression Related

0% 0 0% 0 1% 0% 0% 0 0 1 0% 0Family/Child

19% 5 0% 0 3% 0% 0% 0 0 4 9% 5Family/Child - Family Issues

0% 0 0% 0 1% 0% 0% 0 0 1 0% 0Health Crisis

0% 0 0% 0 6% 0% 0% 0 0 8 0% 0Interpersonal Issues

0% 0 0% 0 1% 0% 0% 0 0 1 0% 0Life Coaching

0% 0 0% 0 1% 0% 0% 0 0 2 0% 0Medical

0% 0 0% 0 9% 0% 0% 0 0 13 0% 0Occupational

19% 5 11% 3 15% 0% 0% 0 0 21 15% 8Partner/Relationship

8% 2 7% 2 5% 0% 0% 0 0 7 8% 4Psychological

19% 5 19% 5 21% 0% 0% 0 0 30 19% 10Stress

8% 2 19% 5 6% 0% 0% 0 0 8 13% 7Substance Use Related

4% 1 7% 2 3% 0% 0% 0 0 4 6% 3Trauma

26 0 27 0 53 140Sub Total

Consultation Type

0% 0 0% 0 1% 0% 0% 0 0 1 0% 0Chat

31% 8 41% 11 54% 0% 0% 0 0 75 36% 19Face to Face

46% 12 41% 11 29% 0% 0% 0 0 40 43% 23Telephone

15% 4 0% 0 9% 0% 0% 0 0 13 8% 4Video

0% 0 4% 1 1% 0% 0% 0 0 1 2% 1BehavioralExpert

8% 2 15% 4 3% 0% 0% 0 0 4 11% 6DOT

0% 0 0% 0 4% 0% 0% 0 0 6 0% 0Supervisor / Management Consult

26 0 27 0 53 140Sub Total

Total Number of Issues 26 27 0 0 53 140

10042024-62032 Page 5 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

Digital Engagement

22 0 3 0 25 110Sub Total

Client Status

77% 20 89% 24 84% 0% 0% 0 0 117 83% 44Employee/Member

19% 5 7% 2 7% 0% 0% 0 0 10 13% 7Dependent

4% 1 4% 1 9% 0% 0% 0 0 13 4% 2Spouse/Partner

26 0 27 0 53 140Sub Total

Total Product Engagement 48 30 0 0 250 78

Employee Count

2,700 2,700 0 0 2,7002,700

7.11% 4.44% 0.00% 0.00% 5.78% 9.26%

Based on Quarterly Average employees

Total Engagement Rate (% - Annualized)

10042024-62032 Page 6 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

FamilySource ®

U.S. Services

Primary Issue Presented

50% 1 0% 0 10% 0% 0% 0 0 1 50% 1Child Care-Infant/Toddler (Centers)

50% 1 0% 0 0% 0% 0% 0 0 0 50% 1Child Care-Nanny

0% 0 0% 0 10% 0% 0% 0 0 1 0% 0Elder Care-Consultation

0% 0 0% 0 30% 0% 0% 0 0 3 0% 0Elder Care-Home Care

0% 0 0% 0 30% 0% 0% 0 0 3 0% 0Gov't Services-Financial Assistance

0% 0 0% 0 10% 0% 0% 0 0 1 0% 0Moving-Apartment Hunting

0% 0 0% 0 10% 0% 0% 0 0 1 0% 0Support Groups-Caregiving

2 0 0 0 2 10Sub Total

Total Number of Issues 2 0 0 0 2 10

Digital Engagement

100% 14 100% 3 100% 0% 0% 0 0 81 100% 17Total Digital Engagement

14 0 3 0 17 81Sub Total

Client Status

100% 2 0% 0 100% 0% 0% 0 0 10 100% 2Employee/Member

2 0 0 0 2 10Sub Total

Total Product Engagement 16 3 0 0 91 19

Employee Count

2.37% 0.44% 0.00% 0.00% 1.41% 3.37%

Based on Quarterly Average employees 2,700 2,700 0 0 2,700 2,700

10042024-62032 Page 7 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

LegalConnect®

U.S. Services

Primary Issue Presented

14% 1 17% 1 0% 0% 0% 0 0 0 15% 2Bankruptcy

0% 0 33% 2 3% 0% 0% 0 0 1 15% 2Child Custody

14% 1 0% 0 15% 0% 0% 0 0 5 8% 1Civil

14% 1 0% 0 0% 0% 0% 0 0 0 8% 1Consumer

0% 0 0% 0 3% 0% 0% 0 0 1 0% 0Credit

14% 1 0% 0 9% 0% 0% 0 0 3 8% 1Criminal

0% 0 33% 2 18% 0% 0% 0 0 6 15% 2Divorce / Separation

0% 0 0% 0 3% 0% 0% 0 0 1 0% 0Education

29% 2 17% 1 12% 0% 0% 0 0 4 23% 3Estate Planning

0% 0 0% 0 12% 0% 0% 0 0 4 0% 0Family Law

0% 0 0% 0 3% 0% 0% 0 0 1 0% 0Landlord/Tenant

14% 1 0% 0 0% 0% 0% 0 0 0 8% 1Probate

0% 0 0% 0 6% 0% 0% 0 0 2 0% 0Real Estate

0% 0 0% 0 3% 0% 0% 0 0 1 0% 0Tax

0% 0 0% 0 3% 0% 0% 0 0 1 0% 0Traffic

0% 0 0% 0 3% 0% 0% 0 0 1 0% 0Trusts

0% 0 0% 0 6% 0% 0% 0 0 2 0% 0Wills

7 0 6 0 13 33Sub Total

Consultation Type

57% 4 67% 4 64% 0% 0% 0 0 21 62% 8Consultation and referral (main source)

14% 1 0% 0 3% 0% 0% 0 0 1 8% 1Consultation and referral (other source)

29% 2 33% 2 33% 0% 0% 0 0 11 31% 4Consultation only

7 0 6 0 13 33Sub Total

Total Number of Issues 7 6 0 0 13 33

Digital Engagement

100% 41 100% 26 100% 0% 0% 0 0 113 100% 67Total Digital Engagement

41 0 26 0 67 113Sub Total

10042024-62032 Page 8 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

Client Status

0% 0 0% 0 3% 0% 0% 0 0 1 0% 0Dependent

100% 7 100% 6 97% 0% 0% 0 0 32 100% 13Employee/Member

7 0 6 0 13 33Sub Total

Total Product Engagement 48 32 0 0 146 80

Employee Count

7.11% 4.74% 0.00% 0.00% 5.93% 5.41%

Based on Quarterly Average employees 2,700 2,700 0 0 2,700 2,700

10042024-62032 Page 9 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

FinancialConnect ®

U.S. Services

Primary Issue Presented

0% 0 0% 0 14% 0% 0% 0 0 1 0% 0Assist with major purchase decision / affordability analysis

0% 0 0% 0 14% 0% 0% 0 0 1 0% 0Budgeting techniques & discipline

0% 0 0% 0 14% 0% 0% 0 0 1 0% 0Credit Card Debt

0% 0 0% 0 14% 0% 0% 0 0 1 0% 0Credit history & issues

0% 0 0% 0 14% 0% 0% 0 0 1 0% 0General Financial

0% 0 0% 0 14% 0% 0% 0 0 1 0% 0Investment options & risk-return

0% 0 0% 0 14% 0% 0% 0 0 1 0% 0Retirement planning

0 0 0 0 0 7Sub Total

Consultation Type

0% 0 0% 0 29% 0% 0% 0 0 2 0% 0Ask the Expert

0% 0 0% 0 14% 0% 0% 0 0 1 0% 0Consultation and referral (other source)

0% 0 0% 0 57% 0% 0% 0 0 4 0% 0Consultation only

0 0 0 0 0 7Sub Total

Total Number of Issues 0 0 0 0 0 7

Digital Engagement

100% 5 100% 8 100% 0% 0% 0 0 71 100% 13Total Digital Engagement

5 0 8 0 13 71Sub Total

Client Status

0% 0 0% 0 29% 0% 0% 0 0 2 0% 0Dependent

0% 0 0% 0 71% 0% 0% 0 0 5 0% 0Employee/Member

0 0 0 0 0 7Sub Total

Total Product Engagement 5 8 0 0 78 13

10042024-62032 Page 10 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

Employee Count

0.74% 1.19% 0.00% 0.00% 0.96% 2.89%

Based on Quarterly Average employees 2,700 2,700 0 0 2,700 2,700

10042024-62032 Page 11 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

Well-Being Coaching

Coaching Service Requests

100% 1 100% 2 100% 0% 0% 0 0 1 100% 3Building resiliency

1 0 2 0 3 1Total Number of Coaching Service Requests

Coaching Sessions

100% 4 100% 1 0% 0% 0% 0 0 0 100% 5Building resiliency

4 0 1 0 5 0Total Number of Coaching Sessions Excluded in overall engagement

Client Status

100% 1 0% 0 0% 0% 0% 0 0 0 33% 1Dependent

0% 0 100% 2 100% 0% 0% 0 0 1 67% 2Employee/Member

1 0 2 0 3 1Sub Total

10042024-62032 Page 12 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

Well-Being Coaching - Custom

Coaching Service Requests

Weight Management 1 0 0 0 0 0

Resiliency 1 0 0 0 0 0

Motivate Me 0 1 0 0 0 1

Consultation 2 0 0 0 0 0

1 0 0 0 1 4Total Number of Coaching Service Requests

10042024-62032 Page 13 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date

GuidanceResources Online®

GRO User Counts

Registered Users 72 28 0 0 9 19

Repeat Users 63 35 0 0 14 24

Unique Users 110 51 0 0 20 35

Device Usage Counts (Logins & Registrations)

7% 5 0% 0 11% 0% 0% 0 0 21 5% 5APP

58% 42 74% 25 65% 0% 0% 0 0 128 63% 67Desktop Browser

35% 25 26% 9 22% 0% 0% 0 0 43 32% 34Mobile Browser

0% 0 0% 0 2% 0% 0% 0 0 4 0% 0Tablet

Total logins and Registrations 72 34 0 0 106 196

English USA Usage

Online Topics

Financial 0% 0 33% 7 4% 0% 0% 0 0 14 8% 7Consumer Issues

0% 0 14% 3 12% 0% 0% 0 0 40 3% 3Debt & Bankruptcy

0% 0 0% 0 1% 0% 0% 0 0 5 0% 0Insurance

1% 1 0% 0 1% 0% 0% 0 0 5 1% 1Personal Finance

0% 0 0% 0 1% 0% 0% 0 0 2 0% 0Real Estate

0% 0 0% 0 1% 0% 0% 0 0 2 0% 0Tax

Home & Auto 0% 0 0% 0 1% 0% 0% 0 0 5 0% 0Buying & Selling an Auto

0% 0 0% 0 1% 0% 0% 0 0 4 0% 0Driver Safety & Education

1% 1 0% 0 1% 0% 0% 0 0 2 1% 1Home Improvement & Maintenance

7% 5 0% 0 0% 0% 0% 0 0 0 5% 5Moving

Legal 0% 0 0% 0 1% 0% 0% 0 0 2 0% 0Consumer Issues

6% 4 0% 0 0% 0% 0% 0 0 0 4% 4Criminal Law

0% 0 14% 3 3% 0% 0% 0 0 10 3% 3Debt & Bankruptcy

28% 20 14% 3 3% 0% 0% 0 0 11 25% 23Estate Planning & Elder Law

1% 1 5% 1 4% 0% 0% 0 0 14 2% 2Family Law

1% 1 0% 0 1% 0% 0% 0 0 3 1% 1Lawyers & Court

1% 1 0% 0 0% 0% 0% 0 0 0 1% 1Tax

Lifestyle 0% 0 0% 0 0% 0% 0% 0 0 1 0% 0Food & Beverage

0% 0 0% 0 1% 0% 0% 0 0 2 0% 0Going Green

10042024-62032 Page 14 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date 0% 0 0% 0 1% 0% 0% 0 0 3 0% 0Pets

1% 1 0% 0 0% 0% 0% 0 0 1 1% 1Planning an Event

Relationships 4% 3 5% 1 11% 0% 0% 0 0 37 4% 4Divorce & Domestic Issues

3% 2 10% 2 3% 0% 0% 0 0 9 4% 4Elder Care

0% 0 0% 0 1% 0% 0% 0 0 2 0% 0Expanding a Family

3% 2 5% 1 8% 0% 0% 0 0 26 3% 3Marriage & Relationships

1% 1 0% 0 1% 0% 0% 0 0 5 1% 1Parenting

3% 2 0% 0 1% 0% 0% 0 0 4 2% 2Special Needs & Gifted Children

Wellness 3% 2 0% 0 2% 0% 0% 0 0 7 2% 2Addiction

13% 9 0% 0 10% 0% 0% 0 0 33 10% 9Emotional Well-being

0% 0 0% 0 4% 0% 0% 0 0 14 0% 0Fitness & Nutrition

1% 1 0% 0 1% 0% 0% 0 0 2 1% 1Grief & Loss

1% 1 0% 0 4% 0% 0% 0 0 13 1% 1Personal Growth

1% 1 0% 0 1% 0% 0% 0 0 3 1% 1Physical Health

10% 7 0% 0 9% 0% 0% 0 0 31 8% 7Stress & Anger Management

Work & Education 1% 1 0% 0 1% 0% 0% 0 0 5 1% 1Career Development

3% 2 0% 0 1% 0% 0% 0 0 4 2% 2In the Workplace

0% 0 0% 0 0% 0% 0% 0 0 1 0% 0Manager Guidance

4% 3 0% 0 4% 0% 0% 0 0 12 3% 3Personal Development

72 21 0 0 93 334

On-Demand Trainings

0% 0 0% 0 25% 0% 0% 0 0 2 0% 0Communicating Without Conflict With Your Significant Other

100% 1 0% 0 0% 0% 0% 0 0 0 50% 1Connecting Mind & Body for Healthy Living

0% 0 0% 0 25% 0% 0% 0 0 2 0% 0Difficult Conversations During Times Of Unrest

0% 0 100% 1 0% 0% 0% 0 0 0 50% 1Healthy Eating On A Budget

0% 0 0% 0 25% 0% 0% 0 0 2 0% 0Managing Personal Finances

0% 0 0% 0 25% 0% 0% 0 0 2 0% 0Time Management Tools and Principles

1 1 0 0 2 8

Online Centers

0% 0 0% 0 33% 0% 0% 0 0 1 0% 0Balance and Resiliency

0% 0 0% 0 33% 0% 0% 0 0 1 0% 0Healthy Habits

0% 0 0% 0 33% 0% 0% 0 0 1 0% 0Relaxation Tips and Techniques

0 0 0 0 0 3

Online Searches Topics

10042024-62032 Page 15 of 16CONFIDENTIAL

Customer Name: City of St. Petersburg

Last YearQ4Q3Q2Q1 Year To Date 27% 4 17% 3 19% 0% 0% 0 0 13 21% 7Certified Financial Planner

0% 0 0% 0 9% 0% 0% 0 0 6 0% 0Child Care Provider

0% 0 6% 1 3% 0% 0% 0 0 2 3% 1College and University

73% 11 78% 14 69% 0% 0% 0 0 47 76% 25Lawyer

15 18 0 0 33 68

Online Asset Type

39% 34 25% 10 62% 0% 0% 0 0 254 34% 44Article

3% 3 3% 1 3% 0% 0% 0 0 11 3% 4Assessment

0% 0 18% 7 3% 0% 0% 0 0 14 5% 7Merchandise

23% 20 0% 0 5% 0% 0% 0 0 21 16% 20Multimedia

1% 1 3% 1 2% 0% 0% 0 0 8 2% 2On-Demand Trainings

0% 0 0% 0 1% 0% 0% 0 0 3 0% 0Online Centers

17% 15 8% 3 8% 0% 0% 0 0 34 14% 18Resource

17% 15 45% 18 16% 0% 0% 0 0 68 26% 33Search Database

Total Activity Types 88 40 0 0 128 413

Total Product Engagement 88 40 0 0 413 128

10042024-62032 Page 16 of 16CONFIDENTIAL

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