I agree it is worth accounting for this, though I'm not sure the nation-wide rate disproves the claim. "Large companies" could be having a significant impact o

I agree it is worth accounting for this, though I'm not sure the nation-wide rate disproves the claim. "Large companies" could be having a significant impact on some number of urban markets without shifting a country-wide statistic in a way that's unambiguous against trends driven by larger forces like population age and economic trends.