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ENERGY ONE

Charter #256 · OK

100M-500M
1024 CUs in 100M-500M nationally 18 in OK

ENERGY ONE has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 50.0% in tier
  • + AMR Growth Rate: Top 5.7% in tier

Key Concerns

Areas that may need attention

  • - Membership Headwinds: Bottom 50.0% in tier
  • - Stagnation Risk: Bottom 50.0% in tier
  • - Credit Quality Pressure: Bottom 50.0% in tier
  • - Credit Risk Growth: Bottom 50.0% in tier
  • - Delinquency rate 0.88% above tier average
  • - Member decline: -8.9% YoY
  • - Member Growth Rate: Bottom 4.2% in tier
  • - Total Delinquency Rate (60+ days): Bottom 9.8% in tier

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 1,024 credit unions with $100M-$500M in assets nationally, and 1 of 18 that size in Oklahoma.
  • Shares and deposits +4.0% year over year ($245M in shares and deposits).
  • Membership: 16,357 members, -8.9% vs a year ago.
  • Delinquency rate 1.76%.
  • Return on assets 0.83%.
  • Efficiency ratio 73.09% vs a 76.73% peer average.
  • Loan-to-share ratio 65.33% vs a 71.54% 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 (OK) National Avg Tier Percentile
Members 16,357
-8.9% YoY-2.3% QoQ
+1.2K 15,168
-2.6% YoY
28,343
+3.0% YoY
34,678
+6.6% YoY
65%
Assets $300.7M
+9.5% YoY-2.4% QoQ
+$68.7M $232.0M
+0.7% YoY
$422.2M
+5.5% YoY
$593.1M
+10.2% YoY
73%
Loans $160.3M
+1.2% YoY-1.3% QoQ
+$14.1M $146.3M
+0.2% YoY
$261.4M
+3.6% YoY
$418.6M
+10.1% YoY
65%
Deposits $245.4M
+4.0% YoY-3.5% QoQ
+$44.7M $200.7M
+0.2% YoY
$356.1M
+5.9% YoY
$504.8M
+10.3% YoY
70%

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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 0.8%
+72.2% YoY+14.3% QoQ
+0.0% 0.9%
+12.5% YoY
0.8%
+38.1% YoY
1.2%
+121.4% YoY
55%
NIM 3.0%
+2.3% YoY+8.6% QoQ
-0.7% 3.7%
+4.5% YoY
4.0%
+2.7% YoY
3.8%
+2.3% YoY
Bottom 13.9% in tier
Efficiency Ratio 73.1%
-6.2% YoY-1.5% QoQ
-3.6% 76.7%
-0.8% YoY
80.0%
+0.4% YoY
83.0%
-5.3% YoY
36%
Delinquency Rate 1.8%
+16.1% YoY+25.2% QoQ
+0.9 0.9%
+6.6% YoY
0.9%
-29.0% YoY
1.3%
+2.6% YoY
Bottom 9.8% in tier
Loan To Share 65.3%
-2.7% YoY+2.3% QoQ
-6.2% 71.5%
-0.3% YoY
69.7%
-2.0% YoY
66.4%
-1.4% YoY
34%
AMR $24,802
+12.9% YoY-0.3% QoQ
$-304 $25,107
+3.2% YoY
$18,336
+3.3% YoY
$20,028
-0.9% YoY
60%
CD Concentration 33.2%
-3.1% YoY+3.6% QoQ
+8.6% 24.6% 22.8% 20.0% 50%
Indirect Auto % 11.7%
-17.2% YoY-3.2% QoQ
-1.9% 13.6% 14.2% 7.7% 50%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#72 of 483 • Top 50.0% in tier

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

Why This Signature
AMR Growth (YoY): 12.94%
(Tier: 3.97%, National: 35.20%)
better than tier avg
483 of 1024 Mid-Small & Community CUs have this signature | 635 nationally
↑ Growing +52 CUs YoY | New qualifier

Concerns (4)

Membership Headwinds

decline
#53 of 549 • Bottom 50.0% in tier

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

Why This Signature
Member Growth (YoY): -8.89%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Stagnation Risk

risk
#56 of 549 • Bottom 50.0% 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): -8.89%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): 1.20%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Rate: 1.76%
(Tier: 0.87%, National: 1.26%)
worse than tier avg
549 of 1024 Mid-Small & Community CUs have this signature | 653 nationally
↓ Shrinking -15 CUs YoY | Rank improving

Credit Quality Pressure

risk
#302 of 693 • Bottom 50.0% in tier

Delinquencies are rising year-over-year. Credit risk is building - they may need better underwriting tools.

Why This Signature
Delinquency Change (YoY): 0.24% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
693 of 1024 Mid-Small & Community CUs have this signature | 962 nationally
↓ Shrinking -83 CUs YoY | Rank worsening

Credit Risk Growth

risk
#373 of 472 • Bottom 50.0% in tier

Loan portfolio growing while delinquencies are rising. Expansion with deteriorating credit quality needs attention.

Why This Signature
Loan Growth (YoY): 1.20%
(Tier: 4.13%, National: 78.26%)
worse than tier avg
Delinquency Change (YoY): 0.24% points
(Tier: 0.04% points, National: 0.08% points)
worse than tier avg
472 of 1024 Mid-Small & Community CUs have this signature | 688 nationally
↑ Growing +32 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 1024 peers in tier

Top Strengths (3 metrics)

59
AMR Growth Rate
growth
Value: 12.94%
Peer Median: 3.53%
#59 of 1024 Top 5.7% in 100M-500M tier
122
Asset Growth Rate
growth
Value: 9.51%
Peer Median: 4.12%
#122 of 1024 Top 11.8% in 100M-500M tier
215
Fee Income Per Member
profitability
Value: $218.89
Peer Median: $159.88
#215 of 1024 Top 20.9% in 100M-500M tier

Top Weaknesses (4 metrics)

982
Member Growth Rate
growth
Value: -8.89%
Peer Median: -0.03%
#982 of 1024 Bottom 4.2% in 100M-500M tier
925
Total Delinquency Rate (60+ days)
risk
Value: 1.76%
Peer Median: 0.71%
#925 of 1024 Bottom 9.8% in 100M-500M tier
882
Net Interest Margin (NIM)
profitability
Value: 3.01%
Peer Median: 3.67%
#882 of 1024 Bottom 14.0% in 100M-500M tier
819
Share Certificate Concentration (%)
balance_sheet
Value: 33.17%
Peer Median: 23.39%
#819 of 1024 Bottom 20.1% in 100M-500M tier
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