Under an equity-indexed annuity, what name is given to the percentage increase in the stock index that is credited to the contract?

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The participation rate is the percentage increase in the stock index that is credited to the contract under an equity-indexed annuity. This rate can vary depending on the specific policy chosen. The expense rate refers to the fees associated with the annuity, while the exclusion ratio is a term used in relation to the taxation of annuity withdrawals. The indexing method refers to the formula used to calculate the interest credited to the contract based on the performance of the stock index.

Under an Equity-Indexed Annuity, What Name Is Given to the Percentage