Journal of Aging and Physical Activity, 1994,2,206-220 O 1994 Human Kinetics Publishers. Inc. Maximal Isometric Muscle Strength and Socioeconomic Status, Health, and Physical Activity in 75-Year-Old Persons Taina Rantanen, Pertti Era, Markku Kauppinen, and Eino Heikkinen This study analyzes the associations of socioeconomic status (SES), health, and physical activity with maximal isometric strength in 75-year-old men (n = 104) and women (n = 191). Maximal isometric strength was measured with dynamometers; the forces were adjusted using body weight. The maximal forces for women varied from 66% (trunk flexion) to 73% &nee extension) of those of the men. SES was not associated with muscle force. For men the trunk forces and elbow flexion force correlated negatively with the number of chronic diseases, index of musculoskeletal pain, and self-rated health. For women all the strength test results correlated with self-rated health; the other health indicators showed significant correlation with trunk extension force only. For both sexes the physically more active exhibited greater strength. The index of musculoskeletal symptoms explained the variance on trunk force factor in both sexes. It was concluded that a higher level of everyday physical activity and good values in the state-of-health indicators were the most important variables explaining greater strength among the elderly. Key Words: isometric force, education, occupation, population study, aging Maximal muscle strength and locomotor abilities have been found to deteriorate with age (Asmussen, Fruensgaard, & Norgaard, 1975; Bassey et al., 1992; Clement, 1974; Era, Lyyra, Viitasalo, & Heikkinen, 1992; Heikkinen et al., 1993; Rikli & Busch, 1986; Viitasalo, Era, Leskinen, & Heikkinen, 1985; Young, 1986). To be performed successfully, everyday motor tasks require a certain amount of strength, and below this strength threshold functional impairment occurs (Astrand, 1992; Buchner, Cress, Wagner, & de Lateyer, 1992; Buchner & Lateyr, 1991; Young, 1986). Eventually the well-being of an older individual as well as the burden on the health care system are connected with the degree of dependence a person has in everyday life. Great interindividual variation in strength among the elderly has been The authors are with the Department of Health Sciences and Gerontology Research Centre, University of Jyvaskyla, Finland. Request reprints from T. Rantanen, Dept. of Health Sciences, University of Jyvaskyla, PO Box 35, SF-40351 Jyvtiskyla, Finland. Isometric Muscle Strength 207 observed (Heikkinen, ArajWi, Era, et al., 1984; Svanborg, 1988; Viitasalo et al., 1985). Elderly women and men who have maintained a physically active way of life have greater muscle strength compared to their sedentary peers (Clement, 1974; Era et al., 1992; Rantanen, Parkatti, & Heikkinen, 1992; Rantanen, Sipila, & Suominen, 1993; Sipila, Viitasalo, Era, & Suominen, 1991). The strength characteristics of older persons with health problems have rarely been investigated, due partly to the potential risks attending maximal performance. Chronic diseases are common among elderly people, however. Those with no clinically diagnosed chronic diseases constitute a minority of their age group, with proportions varying from 2% (80-89 years of age) to 8-9% (70-79 years) (Jylha et al., 1992). Education and occupation have also been found to correlate with maximal strength. Young men in physically strenuous occupations exhibit greater strength than those in more sedentary jobs (Era et al., 1992). Physically strenuous work does not seem to maintain greater strength; on the contrary, middle-aged persons doing heavy work (Nygird, LuopajWi, SuumWi, & Ilmarinen, 1988) or those with less education (Rantanen et al., 1992) had lower muscle strength. Among retired elderly persons, the results have been contradictory. Aniansson, Grimby, and Rundgren (1980) found poorer quadriceps strength among 70-year-old men who had had high occupational physical activity. Era et al. (1992) found no association between strength and occupational status among 71- to 75-year-old men, whereas among 70- to 81-year-old women a history of heavy work correlated positively with trunk extension strength (Rantanen et al., 1993). Educational background, occupational status, health, and physical activity are interrelated. Leisure time physical activity was found to be more common among people of high occupational status and more education who were doing physically light work than among those doing heavy manual work and having less education (Aro, Ras&en, & Telama, 1985; Vuolle, Telama, & Laakso, 1986). In addition, the greater prevalence of chronic diseases and poorer values in stateof-health indicators was associated with a heavy work history, less education, and lower social status (Cunningham & Kelsey, 1984; Hasan, 1989; Heikkinen et al., 1993). No studies have examined the simultaneous associations of these background factors with strength in a representative sample of older people. The purpose of the present study was to investigate the levels of maximal isometric strength as well as the associations between socioeconomic status, health, and physical activity and strength among all the 75-year-old residents of Jyvaskyla, a medium-sized town in central Finland. Uni- and multivariate analyses were used to study the significance of the intercorrelated background factors with respect to maximal strength. Participants and Methods This study was implemented as part of a larger gerontological research program known as the Evergreen project. The study group comprised all those born in 1914 (N = 388) who were permanent residents of the city of Jyvkkyla in August 1989. Six persons had died or moved away before the measurements took place. A total of 350 persons (92%) were interviewed in their homes and 5 were interviewed through a family member. In all, 104 men (83%) and 191 women (75%) subsequently participated in the laboratory examinations. The participation 208 Rantanen, Era, Kauppinen, and Heikkinen rate for the strength tests among the men was 81%, and among the women it was 75% of the total eligible population. BACKGROUND INFORMATION The home interview dealt with education, occupation, self-rated health, symptoms of the musculoskeletal system, and physical activity. A 6-point scale was used to assess level of physical activity in the past year. On this scale a short period of moderate physical activity is considered equal with a longer period of easy physical activity (Grimby, 1986; Mattiasson-Nilo et al., 1990). The scale was as follows: 1. Hardly any physical activity; 2. Mostly sitting, sometimes walking, easy gardening or similar tasks, sometimes light household tasks such as heating up food, dusting, or "clearing away"; 3. Light physical exercise around 2 to 4 hours a week such as walking, fishing, dancing, ordinary gardening; main responsibility for light domestic work such as cooking, dusting, clearing away, and making beds,taking part in weekly cleaning; 4. Moderate exercise 1to 2 hours a week such as jogging, swimming, gymnastics, heavier gardening, home repairs, or easier activities more than 4 hours a week; responsible for all domestic activities light and heavy; weekly vacuum cleaning, washing floors, and window cleaning; 5. Moderate exercise at least 3 hours a week; 6. Hard or very hard exercise several times a week such as jogging or skiing. An index (range 0-6)describing overall musculoskeletal pain during the past 2 weeks was calculated as the sum total of symptoms at three localities: shoulders and neck, back and hips, arms and legs. A 3-point scale was used: 0 = no pain; 1 = some pain; 2 = a lot of pain. Weight and height were measured using conventional methods. Body composition was assessed through bioelectrical impedance (Spectrum 11, RJL Systems, Inc., Detroit) (Lukaski & Bolonchuk, 1987; Lukaski, Johnson, Bolonchuk, & Lykken, 1985). Information about diagnosed chronic diseases was elicited through a questionnaire that the participant completed at home and brought to the laboratory. There it was checked during the medical examination and, when necessary, completed by the physician, who also obtained information about chronic diseases through clinical observation and questions. Contraindicationsto the strength tests were evaluated by a physician according to the criteria of the American College of Sports Medicine (1986). Due to symptoms of the musculoskeletal system, heart problems (recent cardiac infarction or systolic blood pressure over 200 mmHg), or lack of cooperation, 1 woman and 4 men were excluded from the strength tests. STRENGTH MEASUREMENTS The maximal isometric strength of hand grip, arm flexion, and knee extension were measured on the side of the dominant hand with the subject sitting in an adjustable dynamometer chair constructed at the Department of Health Sciences (Heikkinen et al., 1984; Sipila et al., 1991; Viitasalo et al., 1985). Hand grip strength was measured by a dynamometer fixed to the arm of the chair. Elbow flexion strength was measured at an angle of 90" in a neutral position (thumb up) with the elbow supported Isometric Muscle Strength 209 comfortably and the wrist attached by belts to a strain-gauge system. Knee extension strength was measured at an angle of 60"from full extension. The ankle was fastened by a belt to a strain-gauge system. Maximal isometric trunk flexion and extension strengths were measured in a standing position according to Viitasalo, Viljarnaa, and Komi (1977). The subject was allowed two or three practice trials, after which three formal trials were performed with a 1-min interval between each. The best result of the three actual trials was accepted as the result. The strength results were adjusted for body weight. Relative rather than absolute strength gives a better indication of mobility in the performance of daily motor tasks. Statistical Methods The statistical significance of differences between means was analyzed by the Student t test or one-way analysis of variance. The associations of strength measures with the continuous background variables were analyzed by Pearson product-moment correlations. The associations between muscle force and the discrete variables were determined by estimating the polyserial correlation coefficients. The chi square test was used with the cross-tabulation. Multivariate linear structural equation models were used to analyze the simultaneous associations of the background variables with the indicators of maximal isometric strength. The models were constructed with the help of the LISREL VI program (Jiireskog & Sorbom, 1986). Results BACKGROUND INFORMATION All the participants were retired. Some 78% of the men and 90% of the women had received an elementary education or less. The majority had worked in blue collar jobs (61% of the men and 58% of the women), and 24% of the women had been housewives (Table 1). At the time of the measurements, 63% of the men and 71% of the women were engaged in light physical activities at most for 2 to 4 hours a week, such as light walking, dancing, easy gardening, or similar tasks. Another 11% of the men and 3% of the women claimed to be moderately active at least 3 hours a week, such as playing tennis, swimming, or jogging (Table 2). The physical characteristics of the subjects are summarized in Table 3. The men were taller and heavier than the women. The women had greater body mass index and fat content. Five men (5%) and 15 women (8%)were found to be free of chronic diseases. Diseases of the cardiovascular, musculoskeletal, and nervous system were most common. That is, 49% of the men and 51% of the women had a disease in one of these systems, 31% of both sexes had two of these diseases, and 4% of the men and 3% of the women had a disease in all three systems (Figure 1). The prevalence of these diseases and their combinations did not differ between the sexes. Twelve men and 18 women had diseases other than those mentioned above, such as mental disorders, tumors, diseases of the digestive system, and diabetes. Men had on average 2.0 and women had 2.3 chronic diseases. The majority of the participants rated their health as average (Table 4). No differences were observed between the sexes in self-rated health or musculoskeletal symptoms. Among both sexes, self- 210 Rantanen, Era, Kauppinen, and Heikkinen Table 1 Educational and Occupational Background Among 75-Year-Old Men and Women Variable Women (n = 236) Men (n = 119) Less than elementary school Elementary school Lower secondary school Upper secondary school Housewife Farmer Manual worker Managerial (higher and lower) Table 2 Intensity of Physical Activity Among 75-Year-Old Men and Women Variable 1. Hardly any physical activity 2. Mostly sitting, sometimes walking, light tasks 3. Light physical exercise about 2-4 hrs/ week, walks 4. Moderate exercise 1-2 hrslweek or easier exercise more than 4 hrslweek 5. Moderate exercise at least 3 hrslweek 6. Hard or very hard regular exercise several timestweek Men (n=104) Women (n=191) 9% 3% 20% 22% 34% 46% 26% 11% 26% 3% 0% 0% x2 13.6** rated health, index of musculoskeletal symptoms, and number of chronic diseases were significantly intercorrelated (Table 5). MUSCLE STRENGTH The absolute and body-weight-adjusted maximal isometric forces for both sexes are shown in Figure 2. The smallest difference between the sexes in the body-weightrelated results was observed in leg extension force, with the women able to produce on average 73% of the mean force exhibited by the men. The greatest difference was seen in trunk flexion force, in which the corresponding ratio was 66%. Isometric Muscle Strength 21 1 Table 3 Physical Characteristics of 75-Year-Old Men and Women (mean, SD) Men (n = 104) M Body height (cm) Body weight (kg) Body mass index (kg/m2) Body fat content (%) Men Cardiovascular 169.5 74.1 25.8 21.9 SD 6.2 10.6 3.6 5.9 Women (n = 191) M SD 155.8 67.6 27.8 32.8 5.5 11.6 4.7 7.0 Women rn Cardiovascular Figure 1. Prevalence of diseases in the cardiovascular, musculoskeletal, and nervous systems and combinations of them among 75-year-old men (n = 102) and women (n = 199). Five men and 15 women had no diagnosed diseases, and 12 men and 18 women had diseases other than those mentioned above. First, the associations between background factors and strength were studied by correlation analyses or by comparing the strength levels between subgroups. Intensity and frequency of physical activity correlated with greater maximal isometric forces for both sexes (Table 5). Among the men, poorer values in the state-ofhealth indicators (number of chronic diseases, index of musculoskeletal symptoms, and self-rated health) were associated with low elbow flexion and trunk forces. Among the women, poor self-rated health correlated with poor values in all the force variables, but number of chronic diseases and index of musculoskeletal symptoms correlated negatively with trunk extension strength only. A comparison of the strength levels between the healthy women (no diseases) and those having a disease of the musculoskeletal, nervous, or cardiovascular system or a combination of these (see Figure 1) revealed no systematic differences between the means. The sole exception was elbow flexion force: the group of Eyomen with both nervous and musculoskeletal diseases performed worse ( p < .05) than the healthy women. 212 Rantanen, Era, Kauppinen, and Heikkinen Table 4 Health Variables Among 75-Year-Old Men and Women (SD) Variable Number of chronic diseases Index of musculoskeletal pain, range 0-6 Self-rated health (%) Good Average Poor Men (n = 105) Women (n = 200) t value 2.0 (1.4) 2.3 (1.7) -0.37 (ns) 2.2 (1.8) 2.4 (1.7) -1.09 (ns) 13 76 12 15 72 13 x2 0.65 (ns) Among the men such comparisons were not possible, as only 5 of them were free of chronic disease. No differences in the maximal forces were observed between those with various education levels or between groups according to occupational background. Because the background factors were interconelated, multivariate analyses were performed so that their simultaneous associations with maximal strength could be studied. The construction of the multivariate LISREL models was based on information received from earlier literature as well as from previous correlation analyses between the force and background variables. Force factors were constructed in the interest of combining the original test results into two factors describing the maximal strength as an entity. The structure of the force factors differed somewhat between the sexes. Among the men, the limb force factor was based on the measurements of hand grip, elbow flexion, and knee extension strength (Figure 3). Knee extension strength also had a loading on the trunk force factor together with the measurements of trunk extension and flexion. Among the women the limb force factor was based on the upper limb strength measurements (Figure 4). The trunk force factor was based on measurements of knee extension and trunk flexion and extension strengths. For both sexes the limb and trunk force factors were interconelated. The regression analysis sections of the LISREL models also differed between the sexes. Initially, physical activity, number of chronic diseases, selfrated health, and index of musculoskeletal pain were introduced into the models for both sexes in order to study their explanatory power simultaneously. The variables that had statistically significant effects can be seen in Figures 3 and 4. In both sexes the level of physical activity explained the variation in the limb and trunk force factors. Among the men the trunk force factor was explained by number of chronic diseases and index of musculoskeletal pain, whereas among the women the explanatory variables were self-rated health and index of musculoskeletal pain. In the model for the men, the determination coefficient (R2)for the trunk force factor was 0.60 and for the limb force factor it was 0.50, indicating that 60% of the variation in the trunk force factor and 50% of the variation in the limb force factor were explained by the independent variables. The determination coefficient (D) of the whole model for the men was 0.59, and Table 5 Correlations Between Health, Physical Activity, and Force Variables Among 75-Year-Old Men and Women Variable 1. 2. 3. 4. 5. 6. 7. 8. Men (n = 91-1 19) 1 . Number of chronic diseases 2. Index of musculoskel. symptoms 3. Self-rated health 4. Intensity of physical activity 5. Hand grip force 6. Elbow flexion force 7. Knee extension force 8. Trunk extension force 9. Trunk flexion force Women ( n = 175-263) 1 . Number of chronic diseases 2. Index of musculoskel. symptoms 3. Self-rated health 4. Intensity of physical activity 5. Hand grip force 6. Elbow flexion force 7. Knee extension force 8. Trunk extension force 9. Trunk flexion force Note. Depending on the level of measurement for each pair of variables, product moment or polyserial correlation coefficients are used. ***p < 0.001; **p < 0.01; * p < 0.05. !W 2 214 Rantanen, Era, Kauppinen, and Heikkinen 1000 N Hand grip Absolute values Elbow flexion Knee Trunk extension extension Body weight 12 Trunk flexion - adjusted values 10 -. Hand grip ~lbow Knee Trunk flexion extension extension Trunk flexion Figure 2. The body-weight-related maximal isometric strength of five muscle groups among 75-year-old men (n = 95-101) and women (n = 178-186) (mean SD). + for the women it was 0.55. Among the women as well, a greater amount of the variation in the trunk force factor (64%) than that in the limb force factor (56%) can be explained by the background factors. Discussion The present study was undertaken to determine the associations of socioeconomic status, health, and physical activity with maximal isometric strength among 75-year-old men and women. A higher intensity of physical activity and good health was associated with greater maximal force in both sexes. Socioeconomic status, however, was not associated with maximal strength. Isometric Muscle Strength 215 -.38(.06) Self-rated health force factor Education R=.60 1.o" Trunk .20 r Occupation 2 D=.59 1) Fixed to equal 2) Fixed Fixc to 1.0 ' GFln.958 AGFIm.883 RMR-.037 Figure 3. Determinants of isometric muscle force among 75-year-old men. Factor variance is explained by a regression model using the background variables as independent variables. RZ indicates the determination coefficient for each force factor separately, and D the corresponding coefficient for the whole model. Mutual correlations between force factors and background factors shown. Explanatory variables (broken lines) not significant and not incorporated into the final model. GFI = goodness-of-fit index, AGFI = adjusted goodness-of-fit index, RMR = root mean square residual. The measurement of maximal physical performance in elderly persons is problematic and may be contraindicated. However, maximal isometric strength can be tested with a low dropout rate even among an unselected elderly population, as demonstrated here. The participation rates were 81% for the men and 75% for the women, as calculated from the total eligible population. A study by Larsson, Grimby, and Karlsson (1979) across age groups found that isometric and dynamic measurements reveal a similar pattern of strength differences. Moreover, there is evidence that isometric strength is positively correlated with a person's ability to manage routine motor activities (Era, 1990; Rantanen, Era, & Heikkinen, in press). Isometric testing does not of course provide information about force production across the entire range of motion in a joint. However, it has proven to be a good indicator of the ability of the knee extensors to emit torque throughout the range of motion in healthy and injured knee joints (Kannus & Jawinen, 1990). It has been suggested that relative rather than absolute measures of strength are more cIoseIy related to the ability to perform physical movements (Buchner et al., 1992). Consequently, since muscles act to move weight, the strength results were adjusted for body mass. Moreover, greater absolute strength is usually associated with greater body weight. The body-weight-related values of the women varied from 66 to 73% of those of the men, depending on the muscle group studied. Previous strength comparisons (Aniansson et al., 1980) between Rantanen, Era, Kauppinen, and Heikkinen 216 &.56 Hand grip - activity -.I7 Number of .15 Education Occupation 1) Fixed to equal 2) Fixed to 1.0 AGF1=.891 RMR=.045 Determinants of isometric muscle force among 75-year-old women. The explanatory variables marked with broken lines were not significant and were not incorporated into the final model. For details and definitions, see Figure 3. Figure 4. the sexes have shown the absolute values for quadriceps strength among healthy 70-year-old women to average 56% as against a variation in upper extremity strength values from 48% (elbow extension) to 60 and 67% (hand grip and elbow flexion). In this study 5 men (5%) and 15 women (8%) had no medically diagnosed chronic diseases. Generally only healthy (= no diagnosed disease) elderly people have been selected for studies of strength or physical performance capacity (Clement, 1974; Murray, Duthie, Gamberts, Sepic, & Moliinger, 1985; Rice, Cunningham, Paterson, & Rechnitzer, 1989; Young, Stokes, & Crowe, 1984). Hence relatively little is known about strength levels or changes among older people with chronic conditions. In the present study no consistent statistically significant differences in strength were observed between the healthy women and those having one or more chronic diseases. In addition, the correlations between number of chronic diseases and the force variables were not statistically significant except for trunk extension force. These data suggest that chronic disease as such is not necessarily connected with lower muscle strength among elderly women. Because only 5 of the men were healthy, their strength levels could not be compared. However, for men the number of chronic diseases correlated negatively with the elbow flexion and trunk flexion and extension forces. Apart from the direct effect of specific muscular and neurological diseases on muscle, the loss of strength may at least in part be a result of the restricted mobility caused by various symptoms (such as in cardiovascular disease), or required for the care of the disease. For example, Sinaki, Khosla, Limburg, Rogers, and Murtaugh (1993) suggest that the poorer back extension strength Isometric Muscle Strength * 2 17 among women ages 40 to 85 with diagnosed osteoporosis and previous vertebral fractures was the result of pain caused by the injury, leading in turn to the improper recruitment of back muscles and the ensuing disuse of the muscles. The present study also showed that those with more musculoskeletal pain had lower strength values in the trunk muscle tests. The shortcoming here is the lack of information concerning the seriousness of disease. In a population based study design, number of diseases and combinations of diseases may be found. This approach does not ensure that either healthy persons or persons with specific diseases are found in sufficient numbers to enable comparisons in even a relatively extensive data set. The benefit, on the other hand, is that the results may be considered descriptive of the general population within the area. Good self-rated health correlated with greater strength in both sexes. The ability to manage daily life has been found to be a significant determinant of self-rated health (Jylh$ Leskinen, Alanen, Leskinen, & Heikkinen, 1986). Consequently, the association between self-rated health and maximal strength may be due to the superior ability of those with greater strength at managing daily tasks (Rantanen et al., in press; Young, 1986). The results of this study also suggest that the amount of everyday physical activity correlates with strength among elderly persons. Those who keep busy in their daily activities show greater strength. Greater maximal strength has also been observed in several earlier studies of habitually physically active persons or athletes (Bassey, Bendall, & Pearson, 1988; Borkan & Norris, 1980; Era et al., 1992; Holloway & Baechle, 1990; Rantanen et al., 1992; 1993; Sipilii et al., 1991). In the present study, socioeconomic status (occupational background, level of education) was not associated with strength. According to previous studies the association between occupational workload and muscle strength seems to vary by age group and sex. Among young persons physically heavy work is associated with greater strength (Era et al., 1992), whereas middle-aged persons in blue collar occupations have poorer strength than those in white collar jobs (Nygibd et al., 1988; Rantanen et al., 1992). Toward the higher age groups the association between heavy work and poorer strength seems to disappear, probably due partly to selective mortality. Mortality has been found to be greater among individuals in the lower socioeconomic categories, and in general the weaker are more likely to die earlier (Clement, 1974; Phillips, 1986).Gender is also associated with mortality. According to the Finnish census data, 24.2% of the men and 48.0% of the women born in 1914 were alive in 1989 when the study began. This should be considered when comparing men and women. The simultaneous associations of the background variables with the force factors were studied with the aid of LISREL models. For both sexes rhe amount of physical activity explained the variation in both the limb and trunk force factors, whereas the state-of-health indicators explained the variance only in the trunk force factors. Some difference between the sexes was also observed with respect to the health variables in explaining trunk force. Number of chronic diseases among the men and self-rated health among the women explained the variation in the trunk force factor. Self-rated health and number of chronic diseases were significantly intercorrelated in both sexes. In multivariate analysis the intercorrelation of two independent variables may cause an effect to be transmitted through one or the other. 218 Rantanen, Era, Kauppinen, and Heikkinen Although the determination coefficients of the models were relatively high, 59% in the men and 55% in the women, other factors in addition to health status and level of physical activity may also help explain the variation in maximal strength. For example, genetics have an influence on strength (Pkrusse et al., 1987). According to a review of the literature by Holloway and Baechle (1990), the beliefs and expectations that individuals have about their behaviors, including the ability to perform feats of strength and the propriety of doing so, as well as the association of strength with masculinity, are powerful determinants for both sexes in strength performance. Thus the elderly may be unfamiliar with the meaning of maximal strength performance or may consider it improper for their sex or age. These learned psychological responses may be limiting factors in the expression of maximal strength. It was concluded that the most important explanatory factors for greater maximal strength were more habitual physical activity and better health. The health variables explaining the variation in maximal strength were somewhat different for the women than for the men. 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