Products & Services · Policyholder Account Balance, Surrender and Withdrawal

Fixed Annuity — Policyholder Account Balance, Surrender and Withdrawal

MetLife Fixed Annuity — Policyholder Account Balance, Surrender and Withdrawal increased by 37.6% to $863.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.8%, from $816.00M to $863.00M. Over 4 years (FY 2021 to FY 2025), Fixed Annuity — Policyholder Account Balance, Surrender and Withdrawal shows an upward trend with a 2.8% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementSegment
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ1 2021
Last reportedQ1 2026

How to read this metric

High levels of surrenders may signal poor product performance, competitive interest rates elsewhere, or liquidity stress for the insurer.

Detailed definition

The total value of funds removed from fixed annuity accounts by policyholders through voluntary withdrawals or contract...

Peer comparison

Often analyzed as a 'Surrender Rate' relative to total account balance across the industry.

Metric ID: met_segment_fixed_annuity_policyholder_account_balance_surrender_and_withdrawal

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$660.00M$660.00M$660.00M-$821.00M-$1.75B-$1.61B$9.69B-$976.00M-$1.07B-$1.05B$7.42B$1.20B$1.35B$992.00M$908.00M$816.00M$682.00M$822.00M$627.00M$863.00M
QoQ Change+0.0%+0.0%-224.4%-112.7%+8.1%+703.7%-110.1%-9.1%+1.5%+806.9%-83.9%+12.9%-26.6%-8.5%-10.1%-16.4%+20.5%-23.7%+37.6%
YoY Change-364.5%-343.2%>999%-18.9%+39.0%+34.6%-23.5%+222.6%+226.9%+194.6%-87.8%-31.8%-49.5%-17.1%-30.9%+5.8%
Range-$1.75B$9.69B
CAGR+5.8%
Avg YoY Growth+70.3%
Median YoY Growth-18.0%

Frequently Asked Questions

What is MetLife's fixed annuity — policyholder account balance, surrender and withdrawal?
MetLife (MET) reported fixed annuity — policyholder account balance, surrender and withdrawal of $863.00M in Q1 2026.
How has MetLife's fixed annuity — policyholder account balance, surrender and withdrawal changed year-over-year?
MetLife's fixed annuity — policyholder account balance, surrender and withdrawal increased by 5.8% year-over-year, from $816.00M to $863.00M.
What is the long-term trend for MetLife's fixed annuity — policyholder account balance, surrender and withdrawal?
Over 4 years (2021 to 2025), MetLife's fixed annuity — policyholder account balance, surrender and withdrawal has grown at a 2.8% compound annual growth rate (CAGR), from $2.64B to $2.95B.
What does fixed annuity — policyholder account balance, surrender and withdrawal mean?
The total amount of money withdrawn or surrendered by customers from their annuity accounts.