MetLife Fixed Annuity — Policyholder Account Balance, Policy Charge increased by 50.0% to $3.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 25.0%, from $4.00M to $3.00M. Over 4 years (FY 2021 to FY 2025), Fixed Annuity — Policyholder Account Balance, Policy Charge shows a downward trend with a -9.1% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
An increase reflects growth in the underlying account base or higher fee structures, while a decrease may indicate lower assets under management or fee waivers.
The total fees and administrative charges deducted from fixed annuity policyholder account balances. These charges contr...
Comparable to 'Surrender Charges' or 'Administrative Fees' in other annuity portfolios.
met_segment_fixed_annuity_policyholder_account_balance_policy_charge| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $4.75M | $4.75M | $4.75M | -$4.00M | -$5.00M | -$5.00M | $32.00M | -$5.00M | -$4.00M | -$5.00M | $31.00M | $3.00M | $5.00M | $4.00M | $3.00M | $4.00M | $3.00M | $4.00M | $2.00M | $3.00M |
| QoQ Change | — | +0.0% | +0.0% | -184.2% | -25.0% | +0.0% | +740.0% | -115.6% | +20.0% | -25.0% | +720.0% | -90.3% | +66.7% | -20.0% | -25.0% | +33.3% | -25.0% | +33.3% | -50.0% | +50.0% |
| YoY Change | — | — | — | — | -205.3% | -205.3% | +573.7% | -25.0% | +20.0% | +0.0% | -3.1% | +160.0% | +225.0% | +180.0% | -90.3% | +33.3% | -40.0% | +0.0% | -33.3% | -25.0% |