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Sex-specific differences in neuromuscular activation of the knee stabilizing muscles in adults - a systematic review

Abstract

Introduction

The rupture of the anterior cruciate ligament (ACL) is one of the most common injuries of the knee. Women have a higher injury rate for ACL ruptures than men. Various indicators for this sex-specific difference are controversially discussed.

Aim

A systematic review of the literature that compares surface electromyography (EMG) values of adult female and male subjects to find out if there is a difference in neuromuscular activation of the knee stabilizing muscles.

Methods

This systematic review has been guided and informed by the Preferred Reporting Items for Systematic Reviews and Meta-Analysis (PRISMA) guidelines. Studies which examined sex-specific differences with surface EMG measurements (integral, root mean squares, mean values, analysis of time and amplitude) of the knee stabilizing muscles were retrieved via searches from the databases PubMed, CINAHL, Embase, CENTRAL and SPORTDiscus. The risk of bias of included studies was assessed with the National Heart, Lung and Blood Institute (NHLBI) study quality assessment tool. A synthesis of results was performed for relevant outcomes.

Results

Fifteen studies with 462 healthy participants, 233 women (mean age 21.9 (± 2.29) years) and 299 men (mean age 22.6 (± 2.43) years), were included in the systematic review. The methodological quality of the studies was mostly rated “fair” (40%). A significantly higher activity of the muscles vastus lateralis and vastus medialis was found in females, in three studies. Two studies found significantly lower neuromuscular activity in the muscles biceps femoris and semitendinosus in females. All other included studies found no significant differences or reported even contradicting results.

Conclusion

The controversial findings do not allow for a concluding answer to the question of a sex-specific neuromuscular activation. Further research with higher statistical power and a more homogeneous methodical procedure (tasks and data normalisation) of the included studies may provide insight into possibly existing sex-specific differences in neuromuscular activation. This systematic review could help to improve the methodical design of future studies to get a more valid conclusion of the issue.

Trial registration

CRD42020189504.

Introduction

The rupture of the anterior cruciate ligament (ACL) is one of the most common injuries of the knee [1, 2]. Consequences can be severe, such as pain, reduced range of motion, reduced physical activity and long-term joint degeneration [3, 4]. Furthermore, the return to sport rate differs depending on the level of competition: i.e. 81% returned to any sport, 65% returned to the preinjury level of activity and only 55% returned to competition level after surgery [5]. However, after one year only a minority of athletes have returned to their preinjury level [6] and the rate of sustaining a second ACL injury exceeds 20% [7, 8].

Women have a higher injury rate for ACL ruptures than men [9, 10]. This applies in particular for non-contact injuries where women have a three and a half times higher risk to rupture the ACL [11,12,13]. Another study stated that women playing sports such as soccer or basketball even have a two to eight times higher risk of an ACL rupture [14].

To summarize the points mentioned above, it is important to find out why there is such a large sex difference in non-contact ACL injuries. Various indicators for this increased risk of injury in women, such as biomechanical, hormonal and neuromuscular aspects, are controversially discussed. These contributing factors can be classified into intrinsic (not controllable), extrinsic (controllable), or both (partially controllable) [15]. One study considered the neuromuscular factors as the most likely ones for the increased risk of injury in women [16]. Therefore, the focus of this systematic review will be on neuromuscular factors assessed by EMG, and the comparison of neuromuscular activation between women and men. A narrative review of various cross-sectional studies assumes that the sex difference in injury rates is due to sex-specific neuromuscular adaptation and biomechanical landing techniques [17]. Other studies describe a difference between women and men in activation timing or force intensity of the knee stabilizing muscles [18,19,20,21,22,23]. Furthermore, a dominance of the quadriceps muscle over the hamstring muscles in women is described. This larger quadriceps to hamstrings ratio could be a risk factor for ACL injuries, as it could promote anterior tibial translation [21, 22, 24, 25]. The quadriceps dominance in women was found in various activities. For example, during jumps, cutting and swerving manoeuvres [26,27,28]. However, these statements are contradicted by a systematic review which summarizes the sex differences in landing and cutting manoeuvres [29]. A total of seven studies, all cross-sectionally designed, were included in the analysis. The authors summarize that the biomechanical sex differences are based on questionable clinical relevance and that they did not find any quadriceps dominance for the activities described [29]. Furthermore, other authors could not find any sex-specific differences in the explosive quadriceps-hamstrings ratio [30]. In addition, a recent study paired women and men in terms of strength and concluded that strength-paired women and men showed no significant differences in neuromuscular activity [31]. Regarding the controversy of sex-specific differences in neuromuscular activation, it is of general interest to compile data to better understand whether there are sex-specific differences in neuromuscular activation present or not.

The purpose of this systematic review is to find out if there is a difference in neuromuscular activity in adult women and men assessed with electromyography. Results could help as a guideline to the omnipresent question in clinical studies regarding the need to differentiate between women and men in the evaluation of data on neuromuscular activation. Moreover, results could have an impact on the rehabilitation process as the results could focus on a new aspect to consider when defining the rehabilitation strategy for women and men. Consequently, these objectives result in the following research question: Are there sex-specific differences in neuromuscular activation of the knee stabilizing muscles in adults with or without an ACL injury?

Methods

Protocol and registration

This systematic review has been guided and informed by the Preferred Reporting Items for Systematic Reviews and Meta-Analysis (PRISMA) guidelines [32, 33]. The protocol has been registered a priori on the International Prospective Register of Systematic Reviews Database – PROSPERO (CRD42020189504).

Eligibility criteria

To define relevant keywords for the systematic literature search, the Population-Exposure-Comparator-Outcome framework (PECO) was used [34] (Table 1). In addition, the following inclusion criteria were defined: Study participants had to be healthy or suffer from an ACL injury (either treated conservatively or surgically with an ACL reconstruction), comparisons of neuromuscular control between females and males had to be provided, and the EMG-related outcomes had to be reported as mean, root mean squares (RMS), integral, in the domains of amplitude or time etc. Moreover, included studies had to be original articles with any experimental study design (e.g. cross-sectional study, randomized-controlled trial etc.) published in peer-reviewed, scientific journals, and available as full text. No language restrictions were defined. Exclusion criteria were children and adolescents as participants, other injuries of the lower extremity than ACL injuries, neurological diseases, chronic pain or inflammatory processes, data from interventions with a fatigue protocol, and publications such as editorials, book chapters and reviews.

Table 1 Overview of PECO criteria [34

Information sources and search strategy

The search was conducted between August and September 2020 using five electronic databases: PubMed, CINAHL, Embase, Cochrane Central Register of Controlled Trials (CENTRAL) and SPORTDiscus. The search strategy was based on the predetermined research question and the PECO method. The following search string was used: “(EMG OR electromyography) AND (lower extremity OR knee OR anterior cruciate ligament OR ACL) AND (neuromuscular activation OR neuromuscular control OR neuromuscular activity) AND (gender bias OR sex differences OR sex factors OR female OR females OR woman OR women OR male OR males OR man OR men)”. The adaption of the search string for each database was conducted with the help of the “Ref-Hunter Manual” for literature research [35]. The database search was completed by checking the reference lists of included studies to identify additional and potentially eligible studies. There was no search for grey literature.

Study selection

The acquired data was extracted and organized with the Endnote software (EndNote X9.2 (Bld 13,018), Clarivate Analytics, Philadelphia, USA). After exclusion of all duplicates, two reviewers (MS and AB) independently assessed titles and abstracts of the retrieved, eligible literature based on the defined criteria in Table 1. Clearly ineligible studies were excluded. The assessment of the references was coordinated with the Rayyan QCRI software [36]. Disagreements were discussed and resolved by consensus, where necessary, with a third reviewer (HB). Afterwards, a second screening procedure followed. Therefore, all eligible articles were retrieved in full text and reviewed independently for inclusion by the same two reviewers (MS and AB).

Assessment of risk of bias

The quality of each study included was evaluated using the “Quality Assessment Tool for Observational Cohort and Cross-Sectional Studies” (QAT) from the NHLBI [37]. This assessment tool is widely used and recommended. It includes fourteen questions for evaluating potential bias in studies such as patient selection, study power, confounding and the strength of causality in the association between interventions and outcomes. As a reviewer you can select “yes”, “no” or “cannot determine / not applicable / not reported”. There is no quantitative rating of the level of evidence. After a calibration regarding the assessment tool, both reviewers (MS and AB) assessed the quality of the included studies independently. Disagreements were discussed and solved by consensus. All studies remained included regardless the outcome of the quality assessment.

Data items, collection process and synthesis methods

Concerning the data items and collection, a spreadsheet was developed a priori to the data extraction. The data extraction was conducted by the first author (MS) followed by an accuracy examination of the last author as second reviewer (AB) to assure quality control. The following variables regarding study characteristics were extracted: first author, publication year, country where study had been conducted, study design, number of participants measured, mean age of participants, intervention/task, outcomes, main results, and conclusion. Quantities of surface electromyography (EMG) measurements such as root mean squares (RMS), integrals, mean values, and analysis in time and amplitude domain were extracted as outcomes.

The weighted overall effect size of the standardized mean difference and the 95% confidence interval (95%-CI) were calculated for each included study. The Hedges’g within a random-effect model was used as a standardization. The software RevMan 5.3 (Review Manager, Version 5.3. Copenhagen: The Nordic Cochrane Centre, The Cochrane Collaboration, 2014) was used. Due to heterogeneity between the studies (e.g. various tasks, different measurement units, different ways to normalize EMG data, various levels of sport of the participants) it was not appropriate to pool the data for the purpose of a meta-analysis. For this reason, a systematic review with a synthesis according to PRISMA [33, 34] was carried out (Additional file 1).

Results

Study selection

Figure 1 presents all the screened and included studies in this review. Fifteen studies [20, 22, 24, 27, 28, 38,39,40,41,42,43,44,45,46,47] of a total of 2′607 papers retrieved from the database search, met the inclusion criteria.

Fig. 1
figure 1

Flow chart of the search strategy, adapted from PRISMA [33]. Abbreviation: f/m = female/male

Quality assessment

The methodological quality of the 15 included studies was rated according to the NHLBI assessment tool [37] (see Table 2). All studies were cross-sectionally designed. Six studies were rated to have a fair quality (40%), four showed a good quality (27%) and five had a poor quality (33%). The total agreement (good/fair/poor) between the two reviewers amounted to 73% (11/15 studies) and the inter-rater reliability, measured using the Cohen’s Kappa, was good (K = 0.6) [48]. The main limitations were (i) no mention of a sample size justification as 11 of 15 studies reported no power description [20, 22, 24, 27, 28, 39,40,41, 44,45,46] and (ii) the lack of consideration of confounders as six out of 15 studies had a more heterogeneous subject group without any statistical adjustment [27, 39, 42, 43, 46, 47]. In addition, none of the studies reported blinding of the assessors. Common strengths were the clearly stated objectives and accurate description of the independent and dependent variables, respectively.

Table 2 Quality assessment scores according to the NHLBI quality assessment tool for observational cohort and cross-sectional studies [37]

Study participants

In total, 462 healthy participants, 233 women and 229 men, were tested. The mean age was 21.9 (± 2.29) years for women and 22.6 (± 2.43) years for men. Excluded from this calculation are 20 participants from the study of Wu et al. (2016) [47]. In this study an older group with a mean age of 66.8 ± 3.4 years for men and 66.1 ± 4.4 years for women had been measured (see Table 3).

Table 3 Characteristics of the included studies

Synthesis of study results

Three studies found a significantly higher activity in the muscles VL and VM in females, compared to males during a vertical jump, two side-step cutting manoeuvres and two-legged hopping at two different rates [22, 24, 28]. Two studies reported significantly lower neuromuscular activity in the BF and ST in females compared to males during a vertical jump and a side-cutting manoeuvres [22, 38]. No significant differences of neuromuscular activation between females and males, or even contradicting results [39, 47] were found in all other included studies (see Table 4). The effect size of six studies [20, 38, 40, 44, 46, 47] favour female sex, and nine [22, 24, 27, 28, 39, 41,42,43, 45] favour male sex for higher neuromuscular activation. The effect sizes presented showed a small to medium effect [49]. Only two studies reported a large effect: Deschenes et al. (2009) [40] reported an effect size of -1.71 (95%-CI: -2.77; -0.65), and Wu et al. (2016) [47] an effect size of -0.74 (95%-CI: -1.18; -0.31). Moreover, the calculated effect size of nine studies indicates a p-value higher than 0.5 as the 95%-CI includes the null hypothesis and thus does not favour either sex [22, 27, 38, 39, 41, 42, 44,45,46].

Table 4 Overview of study outcome measurements with values for measured muscles of males (m) in the upper row and for females (f) in the lower row

One study had a fatigue-protocol which was applied after the baseline measurement to examine the effect of fatigue [46]. Another study performed an unloading-protocol by walking on crutches and with a fixed knee brace for one week after baseline measurement [40]. From these two studies, only baseline measurements were included in the results as the aspect of fatigue was part of the exclusion criteria. A follow-up study had to be excluded, because the same data as in the first study was used as baseline data (see Fig. 1).

Discussion

The aim of this systematic review was to determine whether there are sex differences in neuromuscular activation of knee stabilizing muscles. Only seven studies reported EMG activity as %MVC, with the main findings of a significantly higher activation in VL/VM [22, 24, 28] and significantly lower activation in the hamstrings [22, 38] in females. But one study [39] found significantly higher activation in the hamstrings in females and two studies [42, 44] found no significant sex-difference. However, these studies differed in terms of the task performed during the measurement. Furthermore, the eight studies which had another normalisation of their EMG activity also showed opposing results [20, 27, 40, 41, 43, 45,46,47].

There are some differences between the registered protocol in PROSPERO and the review: Post-hoc changes to eligibility criteria had to be made and pre-specified inclusion criteria had to be adapted due to insufficient data [50]. Moreover, the risk of bias assessment was evaluated using the QAT from the NHLBI [37] instead of the Downs and Black Quality Index [51]. The QAT is better suited for the quality assessment of cross-sectional studies.

There are many different quality assessment tools for cross-sectional studies, but no gold standard exists [52]. The NHLBI assessment tool QAT [37] was used to reason why some questions were not applicable for cross-sectional studies addressing different tasks with EMG measurements. For instance, assessor blinding was not mentioned in the studies. However, it can be assumed that blinding was given by detection of objective EMG data with the computer. Moreover, the computer analysis could be carried out by a second researcher who had not been involved in the recruitment and measurement process. To overcome this problem, future studies should report the exact data collection procedure. The QAT [37] is widely used and recommended by Ma et al. (2020) [53] and Carbia et al. (2018) [54] for the quality assessment of observational cohort and cross-sectional studies [53, 54]. The evaluation of the overall quality rating remains subjective to a certain extent as no scores are awarded. This subjectivity is somewhat reduced by the QAT guidelines [37]. The guidelines force the researcher to look at the overall picture of the individual studies including their methodological differences as well as how the various aspects of the QAT [37] have to be weighted in reference to the research questions. In addition, the total agreement between the researchers and the inter-rater reliability was calculated which can objectify the results of the quality assessment.

The results from the five studies with poor quality showed contradictory results. A significant higher activation or time to peak in women was found in three studies, but in different muscles [42, 46, 29]. One study found a lower activation in the VL in women [50], and one found no significant difference [49]. The seven studies which had a data normalisation with %MVC still differed in the task carried out during the measurement [23, 25, 29, 41, 42, 45, 47]. The same problem concerned all the studies which were rated having good quality [21, 41, 44, 48]. Even though three studies found sex-specific differences in neuromuscular activation, they all used a different data normalisation method [21, 41, 48]. Therefore, subgroup analyses were also not possible. The methodological limitations in the selected studies, which made the quantitative summarization by a meta-analysis impossible, was also found in previous systematic reviews [55, 56]. According to Martin-Fuentes et al. (2020) [56], the methodological issue is the main concern for the interpretation of EMG data and involves a potential risk of bias. Therefore, it is suggested that future studies should account for these issues.

Several differences in the study characteristics of the included studies were found but this was not the case for the study design as they were all cross-sectional studies. Even though most of the participants were within the same age range between 20 to 30 years and healthy, the results cannot be generalized for this population only due to the uncertainty of the results. The fact that only studies with adult participants were included lead to a small number of eligible hits from the databases. Many studies had to be excluded which had examined the neuromuscular control in adolescents. However, this decision can be justified by the fact that adolescence is a time of physical change and hormonal adaption which could have an influence on sex-specific neuromuscular activation [57].

Five studies also assessed activation of further muscles (gluteus medius and maximus, soleus and tibialis anterior) which are not directly related to knee stability [24, 28, 39, 41, 44]. Therefore, these muscles were not included in this systematic review. Also, all other outcomes in the included studies such as kinematics and joint laxity were not considered in this systematic review.

The level or type of sport varied between the studies and this could have distorted the results as the activity level could have an influence on the sex-specific neuromuscular activation [58]. The performance of the different tasks in the studies depended on the sport level and whether the participants were familiar with the tasks. For example, jogging, jumping one- and two-legged, or side-cutting and -stepping manoeuvres were used to assess neuromuscular activation of participants. In order not to narrow the search too much, the task was not specified in advance. The question arises whether it is appropriate to compare neuromuscular activity between different tasks to evaluate sex-specific neuromuscular activation and not a particular task. The systematic review of Benjaminse et al. (2011) [29] laid their focus on the plant and cut manoeuvres and thereby only had two references which examined the sex-specific neuromuscular activation with surface EMG. Another systematic review limited the tasks to dynamic activities and searched for neuromuscular control in ACL patients but did not compare between sexes [59].

The selection of included EMG data was restricted a priori to variables in the domains of amplitude (mean, RMS, integral) and time (onset, offset, time to peak). Frequency analysis of EMG data was not appropriate for the research question related to dynamic movement situations. Therefore, studies which assessed sex-specific differences under the aspect of fatigue were excluded. In addition, data normalisation varied between the included studies, which did not allow to pool data adequately. This problem had also been observed in previous reviews [55, 56]. EMG data normalization for lower extremity could be done by taking neuromuscular activation during treadmill walking as 100% [60, 61].

The sample size had a large effect on the significance of the results leading to lower power [29]. This fact could be one reason for the heterogenous results. Only four studies provided a sample size justification. Moreover, the sample size was small with a mean of fifteen subjects included in each intervention or control group [38, 42, 43, 47]. The question remains whether a conclusive result can be drawn from a cross-sectional study design with small sample sizes. For a better understanding, cohort studies or randomised controlled trials could show clearer results.

As the results showed different and contradictory findings, the question arises whether it is purposeful to examine isolated neuromuscular activation. Factors such as anatomy, biomechanics and hormones could influence the measurements [62]. Significant differences in foot and hip positions during a single-legged squat in women and men were associated with a decreased ability for women to maintain a varus knee position [63]. Benjaminse et al. (2011) [29] questioned whether the ACL injuries during plant and cutting manoeuvres were sex-related and stated that “the biomechanical and neuromuscular contributions to injury risk should not be isolated and should extend beyond an isolated gender focus”. Furthermore, participants with different body fat levels should be analysed since this variable could influence the EMG activity recorded [64].

Another interesting aspect could be the influence of unloading which could explain the sex difference in increased risk of injury. One of the included studies found out that after one week of unloading men had a significantly higher activity and the decline in EMG activity from pre- to post-unloading was significant in women [40]. The conclusion was “that women suffer a greater degree of neuromuscular disturbance than men as a result of short-term muscle unloading” [40]. These results suggested that women might be more sensitive to a lack of neuromuscular stimulus. One could conclude that this could have a large influence on the rehabilitation after injury and that preventive muscle training could be more important for women than for men. Therefore, future studies assessing patients with an ACL rupture are needed to further understand how the injury itself, treatment modalities, or sex influences neuromuscular activation.

Conclusion

This systematic review provides an objective overview of the current research available about sex-specific differences in neuromuscular activation of the lower extremity in healthy adults. The controversial findings do not allow for a concluding answer to the question of sex-specific neuromuscular activation of the lower extremity. In addition, the study quality of the included studies was mainly fair, which suggest the need of more high-quality research to draw a solid conclusion and reduce the risk of bias. Specifically, further research with higher statistical power and a more homogeneous methodical procedure (tasks and data normalisation) of the included studies may help to evaluate whether a sex-specific difference in neuromuscular activation exists. Beside from that, conducting studies with ACL-injured subjects and healthy controls would be important to find out how neuromuscular activation may change in women and men after an ACL injury.

Availability of data and materials

All data generated or analysed during this study are included in this published article.

Abbreviations

EMG:

Electromyography

ACL:

Anterior cruciate ligament

PRISMA:

Preferred Reporting Items for Systematic Reviews and Meta-Analysis

PROSPERO:

Prospective Register of Systematic Reviews Database

PECO:

Population/Exposure/Comparator/Outcome

QAT:

Quality Assessment Tool for Observational Cohort and Cross-Sectional Studies

NHLBI:

National Heart, Lung and Blood Institute

MVC:

Maximum voluntary contraction

RMS:

Root mean square

RF:

Rectus femoris muscle

VL:

Vastus lateralis muscle

VM:

Vastus medialis muscle

ST:

Semitendinosus muscle

BF:

Biceps femoris muscle

MG:

Medial gastrocnemius muscle

LG:

Lateral gastrocnemius muscle

CENTRAL:

Cochrane Central Register of Controlled Trials

SM:

Semimembranosus muscle

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Acknowledgements

This systematic review was completed as a result of the invaluable support of the dedicated contributors. We thank the librarian of the Bern University of Applied Sciences for the support during the development of the search strategy. Further, we want to thank everyone who supported the finalisation by proofreading the manuscript.

Funding

This research did not receive any specific grant from funding agencies in the public, commercial, or not-for-profit sectors.

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All authors have made substantial contributions to all of the following: (1) the conception and design of the study, or acquisition of data, or analysis and interpretation of data, (2) drafting the article or revising it critically for important intellectual content, (3) final approval of the version to be submitted. MS acted as the first researcher and developed the search strategy, conducted the data search, analysed / interpreted the data, and wrote the manuscript. AB acted as the second researcher in the study selection step and collaborated on data interpretation. HB was consulted during the study selection process in case of ambiguities and collaborated on data interpretation. The authors read and approved the final manuscript.

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Correspondence to Martina Steiner.

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The requirements for authorship have been met and there is no financial or other relationship that might lead to a conflict of interest. All authors – Martina Steiner (MS), Angela Blasimann (AB), Heiner Baur (HB) – declare that they have no competing interest.

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Steiner, M., Baur, H. & Blasimann, A. Sex-specific differences in neuromuscular activation of the knee stabilizing muscles in adults - a systematic review. Arch Physiother 13, 4 (2023). https://doi.org/10.1186/s40945-022-00158-x

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