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COPPER STATE

Charter #68502 · AZ

Community 500M-750M
165 CUs in 500M-750M nationally 3 in AZ
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COPPER STATE has 4 strengths but faces 3 concerns

Key Strengths

Areas where this CU excels compared to peers

  • + Wallet Share Momentum: Top 8.4% in tier
  • + Net Interest Margin 0.07% above tier average
  • + Asset Growth Rate: Top 3.6% in tier
  • + AMR Growth Rate: Top 7.3% in tier

Key Concerns

Areas that may need attention

  • - Efficiency Drag: Bottom 30.7% in tier
  • - ROA 0.40% below tier average
  • - Efficiency ratio 6.16% above tier (higher cost structure)

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 165 credit unions with $500M-$750M in assets nationally, and 1 of 3 that size in Arizona.
  • Shares and deposits +8.9% year over year ($607M in shares and deposits).
  • Membership: 38,492 members, -0.2% vs a year ago.
  • Delinquency rate 0.53%.
  • Return on assets 0.41%.
  • Efficiency ratio 82.72% vs a 76.56% peer average.
  • Loan-to-share ratio 80.31% vs a 79.33% 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 (AZ) National Avg Tier Percentile
Members 38,492
-0.2% YoY+1.8% QoQ
+594 37,897
-5.0% YoY
62,580
+4.2% YoY
34,678
+6.6% YoY
56%
Assets $700.8M
+13.6% YoY+4.3% QoQ
+$78.5M $622.4M
+0.6% YoY
$1.1B
+8.8% YoY
$593.1M
+10.2% YoY
76%
Loans $487.4M
+12.8% YoY+8.3% QoQ
+$58.9M $428.5M
-0.7% YoY
$693.0M
+9.0% YoY
$418.6M
+10.1% YoY
72%
Deposits $606.9M
+8.9% YoY+2.4% QoQ
+$67.2M $539.8M
+0.9% YoY
$946.4M
+8.0% YoY
$504.8M
+10.3% YoY
79%

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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%
+42.2% YoY-12.5% QoQ
-0.4% 0.8%
+39.5% YoY
0.9%
+15.7% YoY
1.2%
+121.4% YoY
24%
NIM 3.6%
+2.5% YoY+1.1% QoQ
+0.1% 3.5%
+5.0% YoY
4.0%
+1.6% YoY
3.8%
+2.3% YoY
54%
Efficiency Ratio 82.7%
-5.9% YoY+1.8% QoQ
+6.2% 76.6%
-3.6% YoY
75.7%
-0.5% YoY
83.0%
-5.3% YoY
73%
Delinquency Rate 0.5%
-43.7% YoY-17.6% QoQ
-0.3 0.8%
+3.1% YoY
0.9%
+18.9% YoY
1.3%
+2.6% YoY
33%
Loan To Share 80.3%
+3.5% YoY+5.8% QoQ
+1.0% 79.3%
-1.4% YoY
69.6%
-1.2% YoY
66.4%
-1.4% YoY
44%
AMR $28,429
+10.8% YoY+3.1% QoQ
+$1K $27,294
+4.1% YoY
$19,787
+3.1% YoY
$20,028
-0.9% YoY
67%
CD Concentration 25.2%
+25.6% YoY+7.9% QoQ
+0.6% 24.6% 17.9% 20.0% 53%
Indirect Auto % 13.4%
-43.0% YoY-16.2% QoQ
-0.2% 13.6% 21.3% 7.7% 60%

Signature Analysis

Strengths (1)

Wallet Share Momentum

growth
#108 of 483 • Top 8.4% in tier

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

Why This Signature
AMR Growth (YoY): 10.81%
(Tier: 3.97%, National: 35.20%)
better than tier avg
635 nationally
↑ Growing +52 CUs YoY | Rank worsening

Concerns (1)

Efficiency Drag

risk
#153 of 531 • Bottom 30.7% in tier

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

Why This Signature
Efficiency Ratio: 82.72%
(Tier: 76.58%, National: 82.97%)
worse than tier avg
ROA Change (YoY): 0.12% points
(Tier: 0.10% points, National: 0.47% points)
but better than tier avg
Member Growth (YoY): -0.20%
(Tier: 0.46%, National: 15.67%)
worse than tier avg
608 nationally
↓ Shrinking -37 CUs YoY | Rank improving

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 165 peers in tier

Top Strengths (7 metrics)

7
Asset Growth Rate
growth
Value: 13.62%
Peer Median: 4.61%
#7 of 165 Top 3.6% in 500M-750M tier
13
AMR Growth Rate
growth
Value: 10.81%
Peer Median: 3.83%
#13 of 165 Top 7.3% in 500M-750M tier
19
Loan Growth Rate
growth
Value: 12.75%
Peer Median: 4.82%
#19 of 165 Top 10.9% in 500M-750M tier
27
Deposit Growth Rate
growth
Value: 8.91%
Peer Median: 4.04%
#27 of 165 Top 15.8% in 500M-750M tier
31
First Mortgage Concentration (%)
balance_sheet
Value: 20.90%
Peer Median: 34.05%
#31 of 165 Top 18.2% in 500M-750M tier
34
Total Deposits
balance_sheet
Value: $606.91M
Peer Median: $542.48M
#34 of 165 Top 20.0% in 500M-750M tier
39
Total Assets
balance_sheet
Value: $700.84M
Peer Median: $621.76M
#39 of 165 Top 23.0% in 500M-750M tier

Top Weaknesses (2 metrics)

133
Members Per Employee (MPE)
engagement
Value: 260.081
Peer Median: 313.721
#133 of 165 Bottom 20.0% in 500M-750M tier
125
Return on Assets (ROA)
profitability
Value: 0.41%
Peer Median: 0.74%
#125 of 165 Bottom 24.8% in 500M-750M tier
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