Yes, i think 100k electrified vehicles is a pretty good achievement. This year, for example, BMW has sold more i3 in Norway than Model S or X. Im not arguing that they are behind Tesla in regards to total EVs sold, but the whole sentiment here ist that they are "at least 5 years" behind, and that is simply not true. The iX3 is coming next year, the Audi eTron this fall. If you read test reports of the jaguar i-pace, compared to the model X, you can imagine what established German Luxury brands will do to Tesla. And all this (in BMWs case) before counting the new and on top supply they just secured.
For VW, i believe they will be a strong contender in the mass market, but i dont believe that that they will compete with Tesla that much. They dont really have much models in that range. For Tesla, its more about what BMW, Audi/Porsche and Mercedes will do.
And for BMW being behind other german manufacturers: Until now, neither Audi nor Mercedes has a pure EV, whereas BMW had one for a long time. I dont think they are behind the other Premium Brands, they just can afford to do it at their own pace.