Dollar-weighted | Participants receive a credit based on their account size relative to total plan assets, regardless of how they invested. | Participants with higher balances may receive a larger credit even if they did not invest in the funds that included revenue share, unless the method is to credit by fund. |
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Per capita | Every participant receives an equal share of revenue share credit, regardless of how they invested. | Participants with higher balances who contributed to revenue share will have a portion of their revenue share contribution redistributed to participants who would otherwise not be entitled to the amount of that credit. |