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WESTERRA

Charter #65788 · CO

Mid-Market 1B-3B
300 CUs in 1B-3B nationally 3 in CO
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WESTERRA has 2 strengths but faces 8 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 3.0% in tier
  • + AMR Growth Rate: Top 3.0% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 10.7% in tier
  • - Institutional Decline: Bottom 45.1% in tier
  • - Credit Quality Pressure: Bottom 49.2% in tier
  • - Membership Headwinds: Bottom 99.5% in tier
  • - Stagnation Risk: Bottom 99.5% in tier
  • - ROA 0.35% below tier average
  • - Efficiency ratio 10.86% above tier (higher cost structure)
  • - Member decline: -17.5% 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 300 credit unions with $1B-$3B in assets nationally, and 1 of 3 that size in Colorado.
  • Shares and deposits -0.8% year over year ($1.67B in shares and deposits).
  • Membership: 94,208 members, -17.5% vs a year ago.
  • Delinquency rate 0.50%.
  • Return on assets 0.47%.
  • Efficiency ratio 83.88% vs a 73.02% peer average.
  • Loan-to-share ratio 85.07% vs a 84.71% 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 (CO) National Avg Tier Percentile
Members 94,208
-17.5% YoY-2.5% QoQ
-2.7K 96,861
-1.9% YoY
46,494
+29.3% YoY
34,678
+6.6% YoY
56%
Assets $2.1B
-3.2% YoY+0.6% QoQ
+$335.2M $1.7B
+0.4% YoY
$894.3M
+37.1% YoY
$593.1M
+10.2% YoY
69%
Loans $1.4B
-2.7% YoY+0.4% QoQ
+$186.9M $1.2B
+0.7% YoY
$702.2M
+37.3% YoY
$418.6M
+10.1% YoY
69%
Deposits $1.7B
-0.8% YoY-1.7% QoQ
+$207.1M $1.5B
+0.5% YoY
$750.1M
+37.6% YoY
$504.8M
+10.3% YoY
68%

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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 0.5%
-16.9% YoY+12.0% QoQ
-0.4% 0.8%
+27.6% YoY
0.7%
+37.8% YoY
1.2%
+121.4% YoY
21%
NIM 3.3%
+3.4% YoY+0.9% QoQ
-0.2% 3.4%
+6.6% YoY
3.5%
+0.2% YoY
3.8%
+2.3% YoY
35%
Efficiency Ratio 83.9%
+7.9% YoY-1.8% QoQ
+10.9% 73.0%
-2.7% YoY
79.8%
-0.6% YoY
83.0%
-5.3% YoY
Bottom 11.7% in tier
Delinquency Rate 0.5%
+8.7% YoY-70.6% QoQ
-0.4 0.9%
+7.3% YoY
0.8%
-1.8% YoY
1.3%
+2.6% YoY
29%
Loan To Share 85.1%
-2.0% YoY+2.1% QoQ
+0.4% 84.7%
+0.1% YoY
72.6%
-0.3% YoY
66.4%
-1.4% YoY
46%
AMR $32,816
+19.1% YoY+1.8% QoQ
+$3K $29,575
+1.5% YoY
$24,334
+6.4% YoY
$20,028
-0.9% YoY
76%
CD Concentration 25.3%
-7.0% YoY-0.9% QoQ
-3.8% 29.1% 27.0% 20.0% 33%
Indirect Auto % 11.3%
-6.2% YoY+7.0% QoQ
-6.7% 18.1% 12.3% 7.7% 40%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#11 of 125 • Top 3.0% in tier

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

Why This Signature
AMR Growth (YoY): 19.15%
(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 (5)

Membership Headwinds

decline
#3 of 86 • Bottom 99.5% in tier

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

Why This Signature
Member Growth (YoY): -17.47%
(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

Institutional Decline

decline
#3 of 25 • Bottom 45.1% in tier

Both members and loans declining - the institution is contracting. Leadership is likely under pressure to reverse course.

Why This Signature
Total Assets: $2.06B
(Tier: $2.16B, National: $593.11M)
worse than tier avg
Member Growth (YoY): -17.47%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.71%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
25 of 377 Mid-Market CUs have this signature | 261 nationally
↓ Shrinking -12 CUs YoY | New qualifier

Stagnation Risk

risk
#11 of 86 • Bottom 99.5% 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): -17.47%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
Loan Growth (YoY): -2.71%
(Tier: 6.76%, National: 78.26%)
worse than tier avg
Delinquency Rate: 0.50%
(Tier: 0.86%, National: 1.26%)
but better than tier avg
86 of 377 Mid-Market CUs have this signature | 653 nationally
→ Stable (82→86 CUs) +4 CUs YoY | New qualifier

Efficiency Drag

risk
#59 of 71 • Bottom 10.7% in tier

High efficiency ratio (>80%) indicates elevated operating costs relative to revenue. Margin improvement opportunities may exist.

Why This Signature
Efficiency Ratio: 83.88%
(Tier: 72.30%, National: 82.97%)
worse than tier avg
ROA Change (YoY): -0.10% points
(Tier: 0.18% points, National: 0.47% points)
worse than tier avg
Member Growth (YoY): -17.47%
(Tier: 3.16%, National: 15.67%)
worse than tier avg
71 of 377 Mid-Market CUs have this signature | 608 nationally
↓ Shrinking -33 CUs YoY | New qualifier

Credit Quality Pressure

risk
#183 of 215 • Bottom 49.2% in tier

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

Why This Signature
Delinquency Change (YoY): 0.04% points
(Tier: 0.06% points, National: 0.08% points)
but better than tier avg
215 of 377 Mid-Market CUs have this signature | 962 nationally
↓ Shrinking -28 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 300 peers in tier

Top Strengths (2 metrics)

10
AMR Growth Rate
growth
Value: 19.15%
Peer Median: 3.19%
#10 of 300 Top 3.0% in 1B-3B tier
73
Average Member Relationship (AMR)
engagement
Value: $32,816
Peer Median: $28,089
#73 of 300 Top 24.0% in 1B-3B tier

Top Weaknesses (7 metrics)

297
Member Growth Rate
growth
Value: -17.47%
Peer Median: 1.84%
#297 of 300 Bottom 1.3% in 1B-3B tier
292
Asset Growth Rate
growth
Value: -3.16%
Peer Median: 5.21%
#292 of 300 Bottom 3.0% in 1B-3B tier
272
Loan Growth Rate
growth
Value: -2.71%
Peer Median: 5.71%
#272 of 300 Bottom 9.7% in 1B-3B tier
267
Deposit Growth Rate
growth
Value: -0.76%
Peer Median: 4.79%
#267 of 300 Bottom 11.3% in 1B-3B tier
266
Efficiency Ratio
profitability
Value: 83.88%
Peer Median: 73.62%
#266 of 300 Bottom 11.7% in 1B-3B tier
246
Net Charge-Off Rate
risk
Value: 0.94%
Peer Median: 0.52%
#246 of 300 Bottom 18.3% in 1B-3B tier
236
Return on Assets (ROA)
profitability
Value: 0.47%
Peer Median: 0.77%
#236 of 300 Bottom 21.7% in 1B-3B tier
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