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CHARTWAY

Charter #13242 · VA

Mid-Market 3B-5B
77 CUs in 3B-5B nationally 2 in VA
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CHARTWAY has 3 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 13.2% in tier
  • + Net Interest Margin 0.52% above tier average
  • + AMR Growth Rate: Top 7.8% in tier

Key Concerns

Areas that may need attention

  • - Liquidity Strain: Bottom 27.7% in tier
  • - Indirect Auto Dependency: Bottom 70.7% in tier
  • - Stagnation Risk: Bottom 94.4% in tier
  • - Membership Headwinds: Bottom 94.4% in tier
  • - ROA 0.53% below tier average
  • - Efficiency ratio 3.71% above tier (higher cost structure)
  • - Delinquency rate 0.32% above tier average
  • - Member decline: -4.5% YoY

NEW · Q2 2026 RECAP

Your Quarter, Wrapped

A 35-second highlight reel of your Q2 2026 — the wins worth celebrating and the one signal worth watching, pulled straight from your scorecard data.

Q2 2026 at a glance

  • One of 77 credit unions with $3B-$5B in assets nationally, and 1 of 2 that size in Virginia.
  • Shares and deposits +4.2% year over year ($2.92B in shares and deposits).
  • Membership: 257,809 members, -4.5% vs a year ago.
  • Delinquency rate 1.15%.
  • Return on assets 0.40%.
  • Efficiency ratio 73.16% vs a 69.45% peer average.
  • Loan-to-share ratio 94.72% vs a 90.24% peer average.

Data period: Q2 2026 NCUA call report. Animation disabled (reduced-motion preference). Full details in the metrics table below.

Core Metrics

As of 2026-Q2

Metric Current vs Tier Tier Avg State Avg (VA) National Avg Tier Percentile
Members 257,809
-4.5% YoY-1.1% QoQ
+41.3K 216,545
-9.5% YoY
226,164
+4.4% YoY
34,678
+6.6% YoY
74%
Assets $3.2B
+2.9% YoY-2.0% QoQ
$-673.6M $3.9B
-1.6% YoY
$3.0B
+6.1% YoY
$593.1M
+10.2% YoY
16%
Loans $2.8B
+2.9% YoY+3.3% QoQ
$-163.4M $2.9B
-1.2% YoY
$2.2B
+5.0% YoY
$418.6M
+10.1% YoY
40%
Deposits $2.9B
+4.2% YoY-0.2% QoQ
$-335.2M $3.3B
-2.6% YoY
$2.6B
+6.5% YoY
$504.8M
+10.3% YoY
30%

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Tier 1
50+ financial metrics with peer benchmarks
Performance signatures (strengths & concerns)
AI-generated insights and rankings

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ROA 0.4%
+44.7% YoY-10.5% QoQ
-0.5% 0.9%
+25.3% YoY
1.1%
+69.8% YoY
1.2%
+121.4% YoY
16%
NIM 3.8%
+5.1% YoY+3.2% QoQ
+0.5% 3.2%
+3.8% YoY
3.9%
+0.9% YoY
3.8%
+2.3% YoY
83%
Efficiency Ratio 73.2%
-4.7% YoY+1.5% QoQ
+3.7% 69.5%
-2.3% YoY
79.7%
-1.2% YoY
83.0%
-5.3% YoY
73%
Delinquency Rate 1.2%
-11.8% YoY-3.1% QoQ
+0.3 0.8%
+5.5% YoY
1.5%
-1.1% YoY
1.3%
+2.6% YoY
82%
Loan To Share 94.7%
-1.2% YoY+3.5% QoQ
+4.5% 90.2%
+0.9% YoY
64.2%
-3.9% YoY
66.4%
-1.4% YoY
57%
AMR $22,070
+8.5% YoY+2.6% QoQ
$-9K $31,018
+6.9% YoY
$18,993
+1.8% YoY
$20,028
-0.9% YoY
Bottom 10.4% in tier
CD Concentration 30.1%
+3.4% YoY-1.5% QoQ
+1.0% 29.1% 18.0% 20.0% 56%
Indirect Auto % 31.9%
-18.2% YoY-5.4% QoQ
+13.9% 18.1% 9.3% 7.7% 80%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#49 of 125 • Top 13.2% in tier

Average member relationship growing 5%+ year-over-year. Members are significantly deepening their engagement.

Why This Signature
AMR Growth (YoY): 8.51%
(Tier: 3.62%, National: 35.20%)
better than tier avg
125 of 377 Mid-Market CUs have this signature | 635 nationally
↑ Growing +22 CUs YoY | New qualifier

Concerns (4)

Stagnation Risk

risk
#21 of 86 • Bottom 94.4% in tier

Membership shrinking at least 0.5% year-over-year. Declining member base creates long-term risk even if current operations appear healthy.

Why This Signature
Member Growth (YoY): -4.54%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 2.93%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
Delinquency Rate: 1.15%
(Tier: 0.86%, National: 1.26%)
worse than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | New qualifier

Membership Headwinds

decline
#22 of 86 • Bottom 94.4% in tier

Membership declining year-over-year. They need solutions to stop the bleeding before it impacts revenue.

Why This Signature
Member Growth (YoY): -4.54%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | New qualifier

Indirect Auto Dependency

risk
#78 of 193 • Bottom 70.7% in tier

Significant portion of loan portfolio in indirect auto (>15%). This concentration creates dependency on dealer relationships.

Why This Signature
Asset Growth (YoY): 2.91%
(Tier: 6.52%, National: 3.30%)
worse than tier avg
Indirect Auto %: 31.94%
(Tier: 18.08%, National: 7.71%)
worse than tier avg
Member Growth (YoY): -4.54%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
193 of 377 Mid-Market CUs have this signature | 714 nationally
↓ Shrinking -10 CUs YoY | Rank worsening

Liquidity Strain

risk
#126 of 168 • Bottom 27.7% in tier

Loan demand outpacing deposits. They're bumping against liquidity limits - need funding solutions.

Why This Signature
Loan-to-Share Ratio: 94.72%
(Tier: 85.94%, National: 66.39%)
but better than tier avg
Loan Growth (YoY): 2.93%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
168 of 377 Mid-Market CUs have this signature | 432 nationally
→ Stable (173→168 CUs) -5 CUs YoY | Rank worsening

Metric Rankings

See how this credit union ranks across all tracked metrics compared to peers.

Strengths: Metrics in the top 25% (75th percentile or higher) Concerns: Metrics in the bottom 25% (25th percentile or lower)

Comparing against 77 peers in tier

Top Strengths (3 metrics)

7
AMR Growth Rate
growth
Value: 8.51%
Peer Median: 3.17%
#7 of 77 Top 7.8% in 3B-5B tier
13
Net Interest Margin (NIM)
profitability
Value: 3.75%
Peer Median: 3.28%
#13 of 77 Top 15.6% in 3B-5B tier
20
Total Members
engagement
Value: 257,809
Peer Median: 211,695
#20 of 77 Top 24.7% in 3B-5B tier

Top Weaknesses (9 metrics)

71
Member Growth Rate
growth
Value: -4.54%
Peer Median: 3.08%
#71 of 77 Bottom 9.1% in 3B-5B tier
70
Net Worth Ratio
risk
Value: 8.37%
Peer Median: 10.81%
#70 of 77 Bottom 10.4% in 3B-5B tier
69
Average Member Relationship (AMR)
engagement
Value: $22,070
Peer Median: $28,880
#69 of 77 Bottom 11.7% in 3B-5B tier
66
Loan-to-Member Ratio (LMR)
engagement
Value: $10,735
Peer Median: $13,282
#66 of 77 Bottom 15.6% in 3B-5B tier
65
Return on Assets (ROA)
profitability
Value: 0.40%
Peer Median: 0.94%
#65 of 77 Bottom 16.9% in 3B-5B tier
65
Total Assets
balance_sheet
Value: $3.23B
Peer Median: $3.97B
#65 of 77 Bottom 16.9% in 3B-5B tier
64
Total Delinquency Rate (60+ days)
risk
Value: 1.15%
Peer Median: 0.63%
#64 of 77 Bottom 18.2% in 3B-5B tier
60
Net Charge-Off Rate
risk
Value: 0.85%
Peer Median: 0.47%
#60 of 77 Bottom 23.4% in 3B-5B tier
60
Indirect Auto Concentration (%)
balance_sheet
Value: 31.94%
Peer Median: 18.00%
#60 of 77 Bottom 23.4% in 3B-5B tier
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