| Literature DB >> 35329383 |
Anne Schlotheuber1, Ahmad Reza Hosseinpoor1.
Abstract
Measuring and monitoring health inequalities is key to achieving health equity. While disaggregated data are commonly used to assess differences in health between different population subgroups, summary measures of health inequality also play a vital role in monitoring health inequalities. Building on disaggregated data, they quantify the level of inequality in a single number and are useful to compare inequality over time and across different health indicators, programmes and settings. We provide a comprehensive overview of existing summary measures of health inequality, including their definition, calculation, interpretation and application. The use of these measures is illustrated based on an example from the WHO's Health Equity Monitor database using the WHO's Health Equity Assessment Toolkit (HEAT) software. We discuss the strengths and limitations of different measures and provide guidance for selecting suitable summary measures for analysing health inequalities and communicating results. Summary measures of health inequality should form an integral part of health inequality monitoring to inform equity-oriented policies and programmes.Entities:
Keywords: health equity; health inequality; measurement; monitoring; summary measures
Mesh:
Year: 2022 PMID: 35329383 PMCID: PMC8992138 DOI: 10.3390/ijerph19063697
Source DB: PubMed Journal: Int J Environ Res Public Health ISSN: 1660-4601 Impact factor: 3.390
Figure 1Overview of summary measures of health inequality.
Overview of summary measures of health inequality: formulas, characteristics and interpretation.
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| Difference (D) |
| Absolute | Simple | N/A | Unweighted | Unit of indicator | Zero | The larger the absolute value of D, the higher the level of inequality. |
| Ratio (R) |
| Relative | Simple | N/A | Unweighted | No unit | One | R assumes only positive values. The further the value of R from 1, the higher the level of inequality. |
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| Absolute concentration index (ACI) |
| Absolute | Complex | Ordered | Weighted | Unit of indicator | Zero | Positive (negative) values indicate a concentration of the indicator among the advantaged (disadvantaged). The larger the absolute value of ACI, the higher the level of inequality. |
| Relative concentration index (RCI) |
| Relative | Complex | Ordered | Weighted | No unit | Zero | RCI is bounded between −100 and +100. Positive (negative) values indicate a concentration of the indicator among the advantaged (disadvantaged). The larger the absolute value of RCI, the higher the level of inequality. |
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| Slope index of inequality (SII) |
| Absolute | Complex | Ordered | Weighted | Unit of indicator | Zero | Positive values indicate a concentration among the advantaged and negative values indicate a concentration among the disadvantaged. The larger the absolute value of SII, the higher the level of inequality. |
| Relative index of inequality (RII) |
| Relative | Complex | Ordered | Weighted | No unit | One | RII assumes only positive values. Values > 1 indicate a concentration among the advantaged and values < 1 values indicate a concentration among the disadvantaged. The further the value of RII from 1, the higher the level of inequality. |
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| Between-group variance (BGV) |
| Absolute | Complex | Non-ordered | Weighted | Squared unit ofindicator | Zero | BGV assumes only positive values with larger values indicating higher levels of inequality. |
| Between-group standard deviation (BGSD) |
| Absolute | Complex | Non-ordered | Weighted | Unit of indicator | Zero | BGSD assumes only positive values with larger values indicating higher levels of inequality. |
| Coefficient of variation (COV) |
| Relative | Complex | Non-ordered | Weighted | Unit of indicator | Zero | COV assumes only positive values with larger values indicating higher levels of inequality. |
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| Mean difference from mean (unweighted) (MDMU) |
| Absolute | Complex | Non-ordered | Unweighted | Unit of indicator | Zero | MDMU assumes only positive values with larger values indicating higher levels of inequality. |
| Mean difference from mean (weighted) (MDMW) |
| Absolute | Complex | Non-ordered | Weighted | Unit of indicator | Zero | MDMW assumes only positive values with larger values indicating higher levels of inequality. |
| Mean difference from best-performing subgroup (unweighted) (MDBU) |
| Absolute | Complex | Non-ordered | Unweighted | Unit of indicator | Zero | MDBU assumes only positive values with larger values indicating higher levels of inequality. |
| Mean difference from best-performing subgroup (weighted) (MDBW) |
| Absolute | Complex | Non-ordered | Weighted | Unit of indicator | Zero | MDBW assumes only positive values with larger values indicating higher levels of inequality. |
| Index of disparity (unweighted) (IDIS) |
| Relative | Complex | Non-ordered | Unweighted | No unit | Zero | IDISU assumes only positive values with larger values indicating higher levels of inequality. |
| Index of disparity (weighted) (IDISW) |
| Relative | Complex | Non-ordered | Weighted | No unit | Zero | IDISW assumes only positive values with larger values indicating higher levels of inequality. |
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| Theil index (TI) |
| Relative | Complex | Non-ordered | Weighted | No unit | Zero | The larger the absolute value of TI, the greater the level of inequality. |
| Mean log deviation (MLD) |
| Relative | Complex | Non-ordered | Weighted | No unit | Zero | The larger the absolute value of MLD, the higher the level of inequality. |
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| Population attributable risk (PAR) |
| Absolute | Complex | Ordered/ | Weighted | Unit of indicator | Zero | PAR assumes only positive values for favourable indicators and only negative values for adverse indicators. The larger the absolute value, the higher the level of inequality. |
| Population attributable fraction (PAF) |
| Relative | Complex | Ordered/ | Weighted | No unit | Zero | PAF assumes only positive values for favourable indicators and only negative values for adverse indicators. The larger the absolute value of PAF, the larger the level of inequality. |
= Estimate for subgroup 1. Usually the most-advantaged subgroup (ordered dimensions) or the best-performing subgroup (non-ordered dimensions). = Estimate for subgroup 2. Usually the most-disadvantaged subgroup (ordered dimensions) or the worst-performing subgroup (non-ordered dimensions). = Estimate for subgroup j. = Estimate for reference subgroup. Usually the most-advantaged subgroup (ordered dimensions) or the best-performing subgroup (non-ordered dimensions). = Population share for subgroup j. = Relative rank of subgroup j. = Setting average. = Predicted value of the hypothetical person at the bottom of the social-group distribution (rank 0). = Predicted value of the hypothetical person at the top of the social-group distribution (rank 1). = Number of subgroups.
Calculation of 95% confidence intervals in HEAT.
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| Difference (D) | Formula |
| Ratio (R) | Formula |
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| Absolute concentration index (ACI) | Formula |
| Relative concentration index (RCI) | Formula |
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| Slope index of inequality (SII) | Formula |
| Relative index of inequality (RII) | Formula |
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| Between-group variance (BGV) | Formula |
| Between-group standard deviation (BGSD) | Formula |
| Coefficient of variation (COV) | Formula |
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| Mean difference from mean (unweighted) (MDMU) | Simulation |
| Mean difference from mean (weighted) (MDMW) | Simulation |
| Mean difference from best-performing subgroup (unweighted) (MDBU) | Simulation |
| Mean difference from best-performing subgroup (weighted) (MDBW) | Simulation |
| Index of disparity (unweighted) (IDIS) | Simulation |
| Index of disparity (weighted) (IDISW) | Simulation |
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| Theil index (TI) | Formula |
| Mean log deviation (MLD) | Formula |
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| Population attributable risk (PAR) | Formula |
| Population attributable fraction (PAF) | Formula |
Calculation of the Difference (D) in HEAT.
| Dimension Type | Indicator Type | |||
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| Number of Subgroups | Ordering of Subgroups | Reference Subgroup | Favourable Indicator | Adverse Indicator |
| 2 subgroups | N/A | Yes | Reference group–Other group | Other group–Reference group |
| No | Highest–Lowest | Highest–Lowest | ||
| >2 subgroups | Ordered | N/A | Most-advantaged–Most-disadvantaged | Most-disadvantaged–Most-advantaged |
| Non-ordered | Yes | Reference group–Other group (that maximises the difference) | Other group (that maximises the difference)–Reference group | |
| No | Highest–Lowest | Highest–Lowest | ||
Calculation of the Ratio (R) in HEAT.
| Dimension Type | Indicator Type | |||
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| Number of Subgroups | Ordering of Subgroups | Reference Subgroup | Favourable Indicator | Adverse Indicator |
| 2 subgroups | N/A | Yes | Reference group/Other group | Other group/Reference group |
| No | Highest/Lowest | Highest/Lowest | ||
| >2 subgroups | Ordered | N/A | Most-advantaged/Most-disadvantaged | Most-disadvantaged/Most-advantaged |
| Non-ordered | Yes | Reference group/Other group (that maximises the ratio) | Other group (that maximises the difference)/Reference ratio | |
| No | Highest/Lowest | Highest/Lowest | ||
Figure 2Three reproductive, maternal and child health indicators disaggregated by economic status: Indonesia (DHS: 1997, 2007 and 2017). Note: Circles indicate wealth quintiles. The horizontal lines indicate the difference between the most extreme wealth quintile values. Data source: WHO Health Equity Monitor database (2021 update).
Figure 3Absolute economic-related inequality in three reproductive, maternal and child health indicators: Indonesia (DHS: 1997, 2007 and 2017). Note: Vertical lines around point estimates indicate 95% confidence intervals. Data source: Summary measures calculated using the WHO Health Equity Assessment Toolkit (HEAT), based on disaggregated data from the WHO Health Equity Monitor database (2021 update).
Three reproductive, maternal and child health indicators disaggregated by economic status: Indonesia (DHS: 1997, 2007 and 2017).
| 1997 | 2007 | 2017 | |||||
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| Health Indicator | Population Subgroup | Estimate (%) | Population Share (%) | Estimate (%) | Population Share (%) | Estimate (%) | Population Share (%) |
| Births attended by skilled health personnel | Quintile 1 (poorest) | 21.9 | 22.5 | 46.5 | 22.6 | 75.6 | 20.5 |
| Quintile 2 | 36.7 | 20.6 | 68.6 | 19.3 | 91.0 | 20.9 | |
| Quintile 3 | 50.8 | 20.0 | 80.1 | 20.4 | 96.0 | 19.6 | |
| Quintile 4 | 66.6 | 20.1 | 88.5 | 18.7 | 97.0 | 20.3 | |
| Quintile 5 (richest) | 89.3 | 16.7 | 96.0 | 19.0 | 99.2 | 18.7 | |
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| Demand for family planning satisfied-use of modern and traditional methods | Quintile 1 (poorest) | 80.3 | 17.7 | 80.6 | 17.4 | 84.8 | 17.1 |
| Quintile 2 | 84.9 | 20.5 | 88.1 | 20.6 | 86.8 | 20.5 | |
| Quintile 3 | 87.3 | 20.9 | 87.6 | 20.8 | 86.9 | 21.1 | |
| Quintile 4 | 88.1 | 20.8 | 89.8 | 20.7 | 86.3 | 21.0 | |
| Quintile 5 (richest) | 90.5 | 20.2 | 88.6 | 20.5 | 84.4 | 20.4 | |
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| Measles immunisation coverage among one-year-olds | Quintile 1 (poorest) | 59.0 | 21.5 | 63.3 | 20.5 | 71.7 | 20.0 |
| Quintile 2 | 65.6 | 20.1 | 74.4 | 19.0 | 75.5 | 20.2 | |
| Quintile 3 | 72.3 | 18.9 | 78.2 | 20.5 | 80.6 | 19.1 | |
| Quintile 4 | 74.6 | 21.9 | 81.6 | 20.9 | 82.7 | 21.4 | |
| Quintile 5 (richest) | 85.1 | 17.5 | 84.9 | 19.1 | 83.7 | 19.2 | |
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Data source: WHO Health Equity Monitor database (2021 update).
Economic-related inequality in three reproductive, maternal and child health indicators: Indonesia (DHS: 1997, 2007 and 2017).
| Health Indicator | Summary Measure | 1997 | 2007 | 2017 |
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| Births attended by skilled health personnel | Difference (D) | 67.4 (63.3–71.6) | 49.5 (45.7–53.3) | 23.6 (20.5–26.8) |
| Ratio (R) | 4.1 (3.6–4.7) | 2.1 (1.9–2.2) | 1.3 (1.3–1.4) | |
| Absolute concentration index (ACI) | 12.9 (12.1–13.7) | 9.8 (9.1–10.5) | 4.3 (3.7–4.9) | |
| Relative concentration index (RCI) | 25.3 (24.4–26.1) | 13.1 (12.8–13.3) | 4.7 (4.6–4.7) | |
| Slope index of inequality (SII) | 72.9 (70.8–74.9) | 59.9 (57.5–62.3) | 31.6 (28.9–34.3) | |
| Relative index of inequality (RII) | 6.1 (5.6–6.7) | 2.6 (2.5–2.8) | 1.5 (1.4–1.5) | |
| Population attributable risk (PAR) | 38.3 (36.7–39.9) | 21.2 (19.3–23.0) | 7.6 (6.1–9.2) | |
| Population attributable fraction (PAF) | 75.1 (72.0–78.3) | 28.3 (25.8–30.7) | 8.3 (6.6–10.0) | |
| Demand for family planning satisfied-use of modern and traditional methods | Difference (D) | 10.3 (7.3–13.2) | 8.0 (5.4–10.6) | –0.4 (–2.2–1.4) |
| Ratio (R) | 1.1 (1.1–1.2) | 1.1 (1.1–1.1) | 1.0 (1.0–1.0) | |
| Absolute concentration index (ACI) | 1.8 (1.3–2.3) | 1.3 (0.9–1.7) | –0.2 (–0.5–0.2) | |
| Relative concentration index (RCI) | 2.1 (2.1–2.1) | 1.5 (1.5–1.5) | –0.2 (–0.2–0.2) | |
| Slope index of inequality (SII) | 11.4 (9.6–13.2) | 8.1 (6.5–9.7) | –1.0 (–2.4–0.5) | |
| Relative index of inequality (RII) | 1.1 (1.1–1.2) | 1.1 (1.1–1.1) | 1.0 (1.0–1.0) | |
| Population attributable risk (PAR) | 4.1 (2.9–5.4) | 1.5 (0.3–2.6) | 0.0 (–0.9–0.9) | |
| Population attributable fraction (PAF) | 4.8 (3.4–6.2) | 1.7 (0.4–2.9) | 0.0 (–1.1–1.1) | |
| Measles immunisation coverage among one-year-olds | Difference (D) | 26.1 (19.3–32.9) | 21.7 (14.9–28.5) | 12.0 (6.5–17.5) |
| Ratio (R) | 1.4 (1.3–1.6) | 1.3 (1.2–1.5) | 1.2 (1.1–1.3) | |
| Absolute concentration index (ACI) | 4.8 (3.5–6.1) | 4.1 (2.8–5.3) | 2.5 (1.5–3.5) | |
| Relative concentration index (RCI) | 6.8 (6.5–7.0) | 5.3 (5.1–5.5) | 3.2 (3.1–3.2) | |
| Slope index of inequality (SII) | 29.9 (24.5–35.2) | 25.1 (19.9–30.2) | 15.5 (10.7–20.4) | |
| Relative index of inequality (RII) | 1.5 (1.4–1.7) | 1.4 (1.3–1.5) | 1.2 (1.1–1.3) | |
| Population attributable risk (PAR) | 14.3 (11.0–17.6) | 8.5 (5.2–11.8) | 4.9 (1.9–7.8) | |
| Population attributable fraction (PAF) | 20.2 (15.5–24.8) | 11.1 (6.8–15.4) | 6.2 (2.4–9.9) |
Data source: Summary measures calculated using the WHO Health Equity Assessment Toolkit (HEAT), based on disaggregated data from the WHO Health Equity Monitor database (2021 update).
Figure 4Three reproductive, maternal and child health indicators disaggregated by subnational region: Indonesia (DHS 2017). Note: Circles indicate subnational regions. The horizontal lines indicate the difference between the most extreme subnational regional values. Data source: WHO Health Equity Monitor database (2021 update).
Three reproductive, maternal and child health indicators disaggregated by subnational region: Indonesia (DHS 2017).
| Births Attended by Skilled Health Personnel | Demand for Family Planning Satisfied-Use of Modern and Traditional Methods | Measles Immunisation Coverage among One-Year-Olds | ||||
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| Subnational Region | Estimate (%) | Population Share (%) | Estimate (%) | Population Share (%) | Estimate (%) | Population Share (%) |
| Aceh | 95.1 | 2.3 | 81.0 | 1.5 | 53.5 | 2.3 |
| Bali | 100.0 * | 1.5 | 86.5 | 1.9 | 88.6 | 1.3 |
| Bangka Balitung | 97.4 | 0.6 | 92.6 | 0.6 | 82.2 | 0.7 |
| Banten | 80.4 | 4.5 | 86.3 | 4.3 | 65.6 | 4.6 |
| Bengkulu | 94.3 | 0.7 | 91.4 | 0.8 | 77.1 | 0.6 |
| Central Java | 98.6 | 12.1 | 86.0 | 13.9 | 85.9 | 12.3 |
| Central Kalimantan | 88.9 | 0.9 | 92.1 | 1.0 | 67.4 | 0.9 |
| Central Sulawesi | 86.7 | 1.2 | 87.8 | 1.1 | 79.5 | 1.2 |
| East Java | 97.1 | 12.4 | 90.1 | 16.4 | 86.0 | 12.6 |
| East Kalimantan | 96.6 | 1.4 | 86.8 | 1.3 | 80.4 | 1.3 |
| East Nusa Tenggara | 75.4 | 2.5 | 74.2 | 1.5 | 85.2 | 2.5 |
| Gorontalo | 92.8 | 0.5 | 82.6 | 0.5 | 92.1 | 0.5 |
| Jakarta | 98.6 | 3.6 | 78.6 | 3.4 | 79.0 | 3.9 |
| Jambi | 87.8 | 1.3 | 91.3 | 1.5 | 77.1 | 1.2 |
| Lampung | 91.9 | 3.0 | 89.5 | 3.4 | 89.3 | 3.0 |
| Maluku | 74.1 | 0.8 | 71.4 | 0.5 | 72.6 | 0.9 |
| North Kalimantan | 90.5 | 0.3 | 77.0 | 0.2 | 82.7 | 0.2 |
| North Maluku | 73.4 | 0.5 | 75.0 | 0.4 | 82.3 | 0.5 |
| North Sulawesi | 96.0 | 0.7 | 84.4 | 0.9 | 93.5 * | 0.8 |
| North Sumatera | 90.0 | 6.1 | 84.7 | 4.4 | 68.9 | 5.5 |
| Papua | 64.2 | 1.8 | 71.6 | 0.9 | 63.1 | 1.6 |
| Riau | 86.0 | 3.1 | 84.3 | 2.5 | 55.5 | 2.5 |
| Riau Islands | 99.4 | 0.8 | 84.7 | 0.6 | 81.8 | 0.8 |
| South Kalimantan | 92.6 | 1.6 | 88.9 | 1.7 | 91.4 | 1.4 |
| South Sulawesi | 90.4 | 3.1 | 80.0 | 2.8 | 83.9 | 2.9 |
| South Sumatera | 96.4 | 3.5 | 88.9 | 3.3 | 85.8 | 3.6 |
| Southeast Sulawesi | 84.7 | 1.2 | 78.0 | 0.9 | 82.4 | 1.2 |
| West Java | 89.8 | 19.6 | 85.4 | 20.3 | 75.0 | 20.8 |
| West Kalimantan | 88.6 | 2.1 | 87.2 | 2.0 | 83.3 | 1.9 |
| West Nusa Tenggara | 94.8 | 2.2 | 77.2 | 1.9 | 90.4 | 2.3 |
| West Papua | 74.0 | 0.4 | 63.2 | 0.2 | 81.0 | 0.3 |
| West Sulawesi | 87.0 | 0.6 | 78.9 | 0.4 | 73.5 | 0.5 |
| West Sumatera | 97.6 | 1.9 | 87.1 | 1.6 | 68.3 | 1.9 |
| Yogyakarta | 97.7 | 1.3 | 92.4 | 1.7 | 89.7 | 1.4 |
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* Region with the highest coverage. Data source: WHO Health Equity Monitor database (2021 update).
Figure 5National average and absolute economic-related inequality in births attended by skilled health personnel in 16 countries from the WHO South-East Asia and Western Pacific regions (DHS and MICS, 2015–2019). Note: Countries shown as ISO 3 country codes. Data source: Summary measures calculated using the WHO Health Equity Assessment Toolkit (HEAT), based on disaggregated data from the WHO Health Equity Monitor database (2021 update).
Figure 6Decision tree for selecting appropriate summary measures of health inequality.
Calculation of the Population attributable risk (PAR) in HEAT.
| Dimension Type | Indicator Type | |||
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| Number of Subgroups | Ordering of Subgroups | Reference Subgroup | Favourable Indicator | Adverse Indicator |
| 2 subgroups | N/A | Yes | Reference group– | Reference group– |
| No | Highest– | Highest– | ||
| >2 subgroups | Ordered | N/A | Most-advantaged– | Most-disadvantaged– |
| Non-ordered | Yes | Reference group– | Reference group– | |
| No | Highest– | Highest– | ||
= Setting average.
Subnational regional inequality in three reproductive, maternal and child health indicators: Indonesia (DHS 2017).
| Summary Measure | Births Attended by Skilled Health Personnel | Demand for Family Planning Satisfied-Use of Modern and Traditional Methods | Measles Immunisation Coverage among One-Year-Olds |
|---|---|---|---|
| Difference (D) | 35.8 (22.0–49.6) | 29.4 (20.2–38.7) | 40.0 (29.1–50.8) |
| Ratio (R) | 1.6 (1.3–1.9) | 1.5 (1.3–1.7) | 1.7 (1.5–2.1) |
| Between-group variance (BGV) | 50.4 (31.7–69.2) | 18.1 (13.4–22.9) | 83.9 (49.9–117.8) |
| Between-group standard deviation (BGSD) | 7.1 (–11.6–25.8) | 4.3 (–0.5–9.0) | 9.2 (–24.8–43.1) |
| Coefficient of variation (COV) | 7.8 (–11.0–26.5) | 5.0 (0.2–9.7) | 11.6 (–22.3–45.6) |
| Mean difference from mean (unweighted) (MDMU) | 6.6 (6.1–7.7) | 5.4 (5.2–6.2) | 7.9 (7.3–10.1) |
| Mean difference from mean (weighted) (MDMW) | 5.3 (4.8–6.5) | 2.9 (2.7–3.6) | 7.6 (6.4–9.7) |
| Mean difference from best group (unweighted) (MDBU) | 8.4 (7.0–9.4) | 6.8 (6.3–7.5) | 14.7 (13.4–16.4) |
| Mean difference from best group (weighted) (MDBW) | 10.3 (9.2–11.3) | 9.2 (8.7–10.0) | 14.3 (13.3–16.4) |
| Index of disparity (unweighted) (IDISU) | 7.2 (6.6–8.6) | 6.3 (6.0–7.3) | 10.1 (9.2–13.0) |
| Index of disparity (weighted) (IDISW) | 5.8 (5.2–7.1) | 3.4 (3.2–4.2) | 9.6 (8.1–12.3) |
| Theil index (TI) | 3.1 (3.1–3.1) | 1.3 (1.3–1.3) | 7.0 (7.0–7.0) |
| Mean log deviation (MLD) | 3.3 (3.3–3.3) | 1.3 (1.3–1.3) | 7.4 (7.4–7.4) |
| Population attributable risk (PAR) | 8.4 (1.5–15.3) | 6.8 (–5.4–18.9) | 14.7 (3.6–25.8) |
| Population attributable fraction (PAF) | 9.2 (1.6–16.7) | 7.9 (–6.2–22.1) | 18.6 (4.6–32.7) |
Data source: Summary measures calculated using the WHO Health Equity Assessment Toolkit (HEAT), based on disaggregated data from the WHO Health Equity Monitor database (2021 update).