WESTERRA

Charter #65788 | CO

1B-3B (304 CUs) Mid-Market (380 CUs)
3 1B-3B in CO

WESTERRA has 2 strengths but faces 4 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Organic Growth Leader: Top 25.5% in tier
  • + Organic Growth Engine: Top 30.7% in tier

Key Concerns

Areas that may need attention

  • - Credit Quality Pressure: Bottom 16.5% in tier
  • - Shrinking Wallet Share: Bottom 18.8% in tier
  • - ROA 0.36% below tier average
  • - Efficiency ratio 5.95% above tier (higher cost structure)

Core Metrics

As of 2025-Q3

Metric Current vs Tier Tier Avg State Avg (CO) National Avg Tier Percentile
Members 115,824
+2.0% YoY+1.5% QoQ
+17.1K 98,678
-1.9% YoY
38,063
+8.0% YoY
33,089
+6.1% YoY
69th in tier
Assets $2.1B
-0.9% YoY-1.2% QoQ
+$382.0M $1.7B
+0.5% YoY
$678.0M
+7.3% YoY
$547.7M
+7.8% YoY
71st in tier
Loans $1.4B
+0.2% YoY-2.2% QoQ
+$195.3M $1.2B
+0.5% YoY
$529.4M
+8.0% YoY
$388.7M
+8.6% YoY
69th in tier
Deposits $1.7B
-0.3% YoY-0.0% QoQ
+$228.4M $1.5B
+1.3% YoY
$571.8M
+9.1% YoY
$464.6M
+9.3% YoY
69th in tier
ROA 0.3%
+36.1% YoY-39.2% QoQ
-0.4% 0.7%
+13.4% YoY
0.5%
+8.5% YoY
0.7%
+273.4% YoY
Bottom 18.4% in tier
NIM 3.2%
+8.7% YoY+0.3% QoQ
-0.1% 3.3%
+9.3% YoY
3.6%
+3.7% YoY
3.7%
+5.0% YoY
40th in tier
Efficiency Ratio 79.9%
-5.3% YoY+2.8% QoQ
+6.0% 74.0%
-10.9% YoY
80.6%
-2.6% YoY
79.1%
-3.3% YoY
72nd in tier
Delinquency Rate 0.5%
+23.2% YoY+16.1% QoQ
-0.3 0.8%
+6.1% YoY
0.9%
+6.2% YoY
1.2%
-0.9% YoY
34th in tier
Loan To Share 84.9%
+0.5% YoY-2.2% QoQ
-0.3% 85.2%
-0.8% YoY
72.9%
-3.4% YoY
68.0%
-1.7% YoY
41st in tier
AMR $26,860
-2.0% YoY-2.5% QoQ
$-2K $29,172
+2.8% YoY
$22,866
+4.1% YoY
$19,418
+1.3% YoY
46th in tier
CD Concentration 27.3%
-9.2% YoY+0.3% QoQ
-1.7% 29.0%
+0.8% YoY
26.3%
+7.3% YoY
19.6%
+6.2% YoY
44th in tier
Indirect Auto % 12.3%
-18.4% YoY+1.3% QoQ
-6.5% 18.8%
-2.8% YoY
12.4%
-8.4% YoY
7.9%
-2.9% YoY
41st in tier

Signature Analysis

Strengths (2)

Organic Growth Leader

growth
#101 of 138 • Top 25.5% in tier

Attracting members without relying on indirect channels. Healthy, sustainable growth model.

Why This Signature
Member Growth (YoY): 1.98%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
138 of 380 Mid-Market CUs have this signature | 608 nationally
↑ Growing +11 CUs YoY | New qualifier

Organic Growth Engine

growth
#223 of 246 • Top 30.7% in tier

Growing membership while maintaining profitability. Healthy fundamentals in place.

Why This Signature
Member Growth (YoY): 1.98%
(Tier: 3.18%, National: 9.37%)
but worse than tier avg
Return on Assets: 0.34%
(Tier: 0.71%, National: 0.71%)
but worse than tier avg
Indirect Auto %: 12.25%
(Tier: 18.80%, National: 7.90%)
better than tier avg
246 of 380 Mid-Market CUs have this signature | 917 nationally
↑ Growing +14 CUs YoY | New qualifier

Concerns (2)

Credit Quality Pressure

risk
#127 of 217 • Bottom 16.5% in tier

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

Why This Signature
Delinquency Change (YoY): 0.10% points
(Tier: 0.07% points, National: 0.07% points)
worse than tier avg
217 of 380 Mid-Market CUs have this signature | 1002 nationally
↓ Shrinking -70 CUs YoY | Rank improving

Shrinking Wallet Share

decline
#58 of 83 • Bottom 18.8% in tier

Average member relationship declining year-over-year. Members may be moving money elsewhere or reducing engagement.

Why This Signature
AMR Growth (YoY): -2.00%
(Tier: 3.04%, National: 4.19%)
worse than tier avg
83 of 380 Mid-Market CUs have this signature | 346 nationally
↓ Shrinking -55 CUs YoY | New qualifier

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 304 peers in tier

Top Strengths (0 metrics)

No strength rankings available

Top Weaknesses (5 metrics)

263
Deposit Growth Rate
growth
Value: -0.30%
Peer Avg: 5.58%
#263 of 304 Bottom 13.8% in 1B-3B tier
262
Asset Growth Rate
growth
Value: -0.91%
Peer Avg: 4.83%
#262 of 304 Bottom 14.1% in 1B-3B tier
259
AMR Growth Rate
growth
Value: -2.00%
Peer Avg: 3.29%
#259 of 304 Bottom 15.1% in 1B-3B tier
248
Return on Assets (ROA)
profitability
Value: 0.34%
Peer Avg: 0.70%
#248 of 304 Bottom 18.8% in 1B-3B tier
242
Fee Income Per Member
profitability
Value: $157.68
Peer Avg: $210.52
#242 of 304 Bottom 20.7% in 1B-3B tier